Shore Tax & Financial Planning

About Us

Shore Financial Planning is a fee-only financial advisor based in Monmouth Beach, New Jersey. As a fee-only/commission-free/flat-fee financial planner, I do not sell products or collect commissions. I am a fiduciary financial planner that specializes in tax-focused planning as a CERTIFIED PUBLIC ACCOUNTANT (CPA), and CERTIFIED FINANCIAL PLANNER™ CFP® professional. I serve clients in New Jersey and remotely throughout the U.S.A.
As fiduciaries, we’ve taken an oath to prioritize your financial well-being above all else. We’ll treat you with the honesty and integrity you’d expect from someone with whom you are entrusting your future.
Fiduciary Oath
We will always put your best interests first.
We will act with prudence; that is, with the skill, care, diligence, and good judgement of a professional.
We will not mislead you, and will provide conspicuous, full and fair disclosure of all important facts.
We will avoid conflicts of interest.
We will fully disclose and fairly manage, in your favor, any unavoidable conflicts.

Fee-only, tax-focused, comprehensive tax, education, retirement, investment, insurance, & estate planning. NO product sales! We work ONLY for our clients, NOT Wall Street!
It’s tough to determine what most so-called “financial advisors” charge. Between commissions, hidden fees, and asset under management charges, you may end up paying a fortune and not even realizing it.

Shore Financial Planning is committed to complete financial transparency. You’ll make preset quarterly paym
No Sales.
No Kickbacks.
No Commissions.
No Hourly Charges.
Just One Transparent Fee.