Shore Financial Planning provides personalized financial planning, investment advice, investment management, and tax preparation services. Shore Financial Planning acts as a fiduciary, helping clients identify financial objectives and find solutions to financial problems. Services include cash flow design, tax planning and preparation, financial risk and investment allocation advice, retirement planning, and insurance planning. All services are tailored to the client’s unique objectives.
Fee Structure
Shore Financial Planning offers wealth management services that include investment management. The fee for wealth management services is a fixed fee ranging from $5,000 to $100,000 for the initial year, depending on the services needed, the types of services, and the extent to which the services are needed. Renewal fees are calculated in the same manner as the initial year’s fee.
