We help families pursue their retirement goals through the proper management of their financial resources.
WHY FINANCIAL PLANNING MATTERS
People with a Comprehensive Financial Plan Feel More CONFIDENT about their Finances*
53% of people with a comprehensive financial plan are very confident they are making the best choices about how to manage their money, savings, and investments.
Only 26% of Non-Planner say they are very confident making good financial decisions.
People with a Comprehensive Financial Plan Feel More PREPARED about thier Finances*
58% of people with a comprehensive financial plan score in the top quartile of the Financial Preparedness Index Scores.
72% of Comprehensive Planner say they are where they should be or are ahead of the game in their savings for emergencies.
70% of Comprehensive Planners are on pace in saving for retirement.
51% of Non-Planners score in the bottom quartile on the Financial Preparedness Index Scores.
Only 20% of Non-Planner have money saved for emergencies.
56% of Non-Planners have nothing saved for any savings goal.
Retirement Planning Advice
Setting a personal benchmark and path can help filter out the noise and set a better foundation from which to make smarter decisions.
Wealth Management Services
We're on a mission to help investors protect their wealth and stay on track to pursue their unique goals.
Shoreline Standard of Care