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WHAT IS A FINANCIAL ADVISOR?

In simple terms what is a Financial Advisor and Fiduciary?

A financial advisor provides personalized investment strategies and financial planning tailored to each individuals needs. They provide ongoing guidance to navigate the changing investment and economic landscape to make sure their clients stay on track to meet their goals. A fiduciary is legally and ethically bound to act in the best interest of their advisory clients. They manage their clients’ assets and provide financial advice while acting in the client’s best interest.

Do I Need a Financial Advisor?

The answer depends on different factors — the complexity of your finances, how comfortable you are managing investments, where you are in your financial journey, and where you'd like to be.

When do I need a Financial Advisor?

When it comes to financial planning, people often think of it in terms of their retirement and investment goals. However, life can be complex and full of moments where a sound financial strategy is critical.

Are you financially prepared for a life-changing event? Change is the only constant in life and identifying when you need assistance is the first step in helping you prepare for these events now or in the future.

Have you recently experienced any of these life events?

Nearing retirement: Reviewing and stress testing existing investment plans. Going over income strategies including Social Security claiming options
Loss of a Loved one: What to do with an inheritance of investments or lump sum. Inherited IRA distribution options. Reviewing potential tax implications
Marriage & Birth of a Child: Education and savings goals, reviewing insurance needs
Divorce – separation of assets, Qualified Domestic Relations Order (QDRO), income strategies

Getting Married

Buying a House

Birth of a Child

Changing Jobs

Saving for College

Caring for Aging Parents

Divorce

Death of a Spouse

Terminal Illness

Starting a Business

WHAT TO EXPECT AT SHORELINE

Not everyone needs a financial advisor but here are some benefits to working with Shoreline Wealth Management:

Here at Shoreline we customized investment strategy and financial plans tailored to you, with ongoing active management. Our team works with you, your loved ones and other professionals including CPAs and attorneys to provide a holistic approach.
We provide retirement and financial planning, Social Security claiming strategies, budget and spending tools, and estate and legacy planning
Stress testing your existing investments to make sure the risk is appropriate to you needs
We provide access to institutional investments you would not have access to on your own
Help navigate insurance options with existing policy review and provide Life and Long term care solutions

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You'll understand what's happening with your money.

Investment concepts and financial planning do not come naturally to everyone. That’s why we’re committed to educating our clients. At Shoreline Wealth Management, we believe that our clients are better positioned to reach their goals with education as the foundation for their financial plans. Our commitments are to communicate clearly, have less corporate feel with more personal touch, offer transparency in costs and tailor a plan specifically for you.

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