At Shoreline Financial Advisors, we know that your circumstances are unique. That is why, as part of our services, we always meet one-on-one with you to listen to your unique story and make sure we fully understand your current needs, questions and concerns.
Planning for your future financial goals entails a detailed financial plan combined with sound investment strategies and ongoing review. Further, as a fiduciary financial advisor, we put your interests first. It’s not about the plan as much as it’s about planning.
We have a suggested minimum of $500,000.
“Plans are worthless, but planning is everything.” – Dwight D. Eisenhower
Implementing a plan requires a prudent investment strategy based on sound investment research. Further, you need to hold a diversified portfolio to help protect against downside risk. Unfortunately, a few speculative ideas can create excess volatility. Our philosophy is driven by prudence and an evidence-based investment style.
“Investing is simple, but that does not make it easy.” – Warren Buffet