Shoreline Financial was originally established in 1979, assisting both business owners and families prepare for life’s planned and unplanned events. Through our experiences, we have helped many family members during troublesome times as well as celebratory events such as graduation, new births, and retirement.
Our mission is to simplify the process and make financial planning exciting! We want to ensure you are comfortable and educated enough to execute and navigate a long-term plan for you and your family’s future. We take great pride in making this process accessible, informative, and easy.
Our vision is to help business owners understand and navigate the complexities and realities of planning, wealth accumulation, wealth management, as well as tax planning and risk management. We apply the same basic principles to personal planning as we do professional advice, and we take pride in catering to your individual goals.
Our values are to ensure open communication, to be accountable to you on the advice that we provide, plan a proactive timeline, and if nothing else, educate you through this entire journey to ensure you achieve the future you desire.
We look forward to working with you and your loved ones to help you set and achieve your life goals!
Tami has helped me assess my current financial picture by listening carefully to my needs and objectives. Her ability to identify strategies and opportunities to protect my family’s wealth were creative, insightful and sensible. I now have a true sense of protection and well being for myself and the ones I love. I fully endorse Tami and the services she and Innovative Financial Management offer. I would and do recommend Tami to anyone and everyone looking for a money management expert.Jason de Fraine
A good friend and incredible financial planner, Tami Romanchuk, has always been at the forefront of outstanding customer service. She is passionate about her career and focuses on continually pushing her education and knowledge to the latest, highest standards, thereby helping her provide her clients with a full spectrum of sound options in their financial portfolios.Ronald Rotsburg
Tami looks after some of my personal stuff and she is always available for advice and guidance. She is knowledgeable and thorough when going through different options.
I have also referred some of my clients to her for insurance to cover their mortgage and every time, she has found a product that suits their individual needs and is within their budget. They always come back to me with nothing but good things to say.
Tami is a pleasure to deal with and always does an awesome job!Rholda Keltie
Our mission is to simplify the process and make financial planning exciting! We want to ensure you are comfortable and educated enough to execute and navigate a long-term plan for you and your family’s future. We take great pride in making this process accessible, informative, and easy.
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