Our Services – Why Create a Plan?

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 we put your interests first. It’s not about the plan as much as it’s about planning.

Financial Planning and 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 your story 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

Financial Planning Process

Required Savings Rate

Investment Advisory Services

Implementing a plan requires a prudent investment strategy. Further, you need to hold a diversified portfolio to help protect against downside risk. Unfortunately, a few speculative ideas can create excess volatility. For every Amazon, there are many Pets.com companies. 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? Likewise, trying to save for retirement? Our services include presenting a variety of retirement plan options. Consequently, setting up a retirement plan can be easy. In addition, you can potentially benefit from significant tax advantages. In short, reduce your taxes and save for tomorrow.

“The best time to plant a tree is twenty years ago. The second best time is now.” – Chinese Proverb



During the COVID-19 crisis, we continue to operate at our normal hours. We are available to meet by phone or virtually. To learn more about what we can do for you, give us a call at (203) 458-6800. 

REQUEST A MEETING No Pressure. No Obligation.

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