Shoreline Private Wealth Management focuses on helping busy clients simplify their financial lives. We help our clients manage multiple goals and handle complex financial situations, including many of the following issues:
- Social Security – how to maximize the benefits you will receive
- Medicare– understand the rules and when to start paying attention to it
- Retirement Income – planning to make it last a lifetime
- Estate Planning Strategies – how to ensure that you leave the legacy you want
- Tax Planning Strategies – opportunities with current tax laws
- Equity in your business - transitioning to personal wealth
Contact us to develop a personalized financial plan that can help you feel more confident to focus on what matters to you in life.