Financial Advisor - Our Services

Fiduciary Financial Advisor

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.

Wealth Management

At SFA, we believe in holistic wealth management. Financial planning, investment management, estate planning and insurance analysis are all connected. When you engage with us, our fee includes financial and retirement planning as well as investment management, estate planning recommendations and insurance needs analysis. All for one low annual fee that is based on assets.

We have a suggested minimum of $500,000.

Financial & Retirement Planning

It’s never too early or too late to plan for tomorrow.

As your financial advisor, we take the time to understand your goals and dreams. More importantly, we listen to yourstory and the concerns you have about your future. Together, we create a unique financial plan, a plan tailored to you.

“Plans are worthless, but planning is everything.” – Dwight D. Eisenhower

Investment Advisory Services

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

Small Business Retirement Plans

Are you a self-employed individual or a small business owner trying to save for retirement? A plan based on your business type can reduce your taxes and grow your savings. Our services include presenting a variety of retirement plan options and helping you choose the retirement plan that’s best for you.

Self-Employed 401(k)

Self-employed individual or business owner with no employees other than a spouse and Funded by employee deferrals and employer contributions

SEP IRA

Self-employed individual or small-business owner, primarily those with only a few employees Funded solely by employer contributions

Simple IRA

Self-employed individuals or businesses with 100 or fewer employees Funded by employee deferrals and employer contributions

Payroll Deduction IRA

Self-employed individual or small-business owner, including those with or without employees And funded by employee contributions

How Can We Help You?

We are a fiduciary. We offer independent advice with no hidden charges, incentive structures, or third-party payments of any kind. Ready to take the next step? Let's talk about how we can help to get you there.