We Help Business Owners and Families Understand and Navigate the Complexities of Financial Planning

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Why Shoreline Financial?

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!

We help you understand and navigate the compexities of financial planning. 


Everyone has a different goal for retirement. It's a huge milestone in life and one that we can't wait to reach. To enjoy your retirement years, it's essential to start planning early.


Women typically earn less than men, they have less income to save for those retirement years. There is a need for proper financial planning. We can help.


The best thing you can do for yourself financially is to start to save money now and have a plan. We can help.

Business Owners

As a business owner, you have access to many financial tools that employees don’t. This can be an advantage, but it can also be overwhelming. Solid financial advice can relieve this.

How We Work Together

We talk about your financial priorities.

We create a robust financial plan tailored to you. 


Implement your financial plan & Annually review.