Originally established in 1979, we have been helping business owners and families prepare for life’s planned and unplanned events. Our mission at Shoreline Financial 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. Our vision is to help business owners understand and navigate the complexities and realities of financial planning, wealth and risk management with the goal to maximize what you can get from your business. 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!