Shore Tax & Financial Planning

Shore Tax & Financial Planning No annoying advisory and financial lingo. Just straight, authoritative and friendly advice. What makes us different?

Visit us: www.shorefp.com
Or give us a call: (732) 704-8982

Schedule Your FREE Tax Strategy Meeting, First Website Link In Bio! Financial Planning from a CFP® professional+ Tax Planning from a CPA

Shore Financial Planning offers the unique combination of comprehensive financial planning and advanced tax strategies under the same roof. This allows us to provide coordinated advice on taxes, invest

ment management, retirement planning, insurance, estate planning, cash flow planning, college funding, and business planning. It allows our clients to have all aspects of their financial lives managed in one place, by one trusted fiduciary. CPA Tax Focus
Taxes are one of your biggest expenses. We plan and prepare taxes for clients and provide comprehensive tax advice year-round. CFP® Certification
You wouldn’t hire a doctor without a medical degree, and you shouldn’t hire a financial planner who isn’t properly educated. Fiduciary
As Registered Investment Advisors, we have a fiduciary duty to act in the best interests of our clients. No Commissions
We are fee-only financial planners, meaning that we do not sell products or accept commissions. Message us on Facebook, or give us a call ((732) 704-8982) and let us use our knowledge and experience to help you. Hours of Availability
Monday - Friday: 9:00am - 5:00pm

** I will meet outside of these hours upon request to accomodate busy professionals **

Most people focus on making money. Wealthy people focus on keeping it.𝘀𝗵𝗼𝗿𝗲𝗳𝗽.𝗰𝗼𝗺
06/02/2026

Most people focus on making money. Wealthy people focus on keeping it.

𝘀𝗵𝗼𝗿𝗲𝗳𝗽.𝗰𝗼𝗺

Making 𝗠𝗢𝗥𝗘 money but somehow keeping 𝗟𝗘𝗦𝗦?Keep what you deserve at shorefp.com.
05/29/2026

Making 𝗠𝗢𝗥𝗘 money but somehow keeping 𝗟𝗘𝗦𝗦?

Keep what you deserve at shorefp.com.

“𝗘𝘃𝗲𝗿 𝗵𝗮𝘃𝗲 𝗮 𝗯𝗶𝗴 𝗺𝗼𝗻𝘁𝗵 𝗶𝗻 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀…𝘁𝗵𝗲𝗻 𝗹𝗼𝗼𝗸 𝗮𝘁 𝘆𝗼𝘂𝗿 𝗯𝗮𝗻𝗸 𝗮𝗰𝗰𝗼𝘂𝗻𝘁 𝗮𝗻𝗱 𝘁𝗵𝗶𝗻𝗸: ‘𝗪𝗮𝗶𝘁… 𝘄𝗵𝗲𝗿𝗲 𝗱𝗶𝗱 𝗮𝗹𝗹 𝘁𝗵𝗲 𝗺𝗼𝗻𝗲𝘆 𝗴𝗼?’”“That’s...
05/26/2026

“𝗘𝘃𝗲𝗿 𝗵𝗮𝘃𝗲 𝗮 𝗯𝗶𝗴 𝗺𝗼𝗻𝘁𝗵 𝗶𝗻 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀…𝘁𝗵𝗲𝗻 𝗹𝗼𝗼𝗸 𝗮𝘁 𝘆𝗼𝘂𝗿 𝗯𝗮𝗻𝗸 𝗮𝗰𝗰𝗼𝘂𝗻𝘁 𝗮𝗻𝗱 𝘁𝗵𝗶𝗻𝗸: ‘𝗪𝗮𝗶𝘁… 𝘄𝗵𝗲𝗿𝗲 𝗱𝗶𝗱 𝗮𝗹𝗹 𝘁𝗵𝗲 𝗺𝗼𝗻𝗲𝘆 𝗴𝗼?’”

“That’s what happens when income grows faster than your tax strategy.”

05/21/2026

If your tax bill surprised you this year, you're not alone.
The good news? You can fix it before next April.

We create proactive strategies so next year looks very different.
𝘀𝗵𝗼𝗿𝗲𝗳𝗽.𝗰𝗼𝗺

Tax bill made you cringe?Let’s make sure next year tells a different story.Smart post-tax planning starts now at Shore F...
05/19/2026

Tax bill made you cringe?
Let’s make sure next year tells a different story.
Smart post-tax planning starts now at Shore Financial Planning.

You worked hard for it.Why are you giving so much of it away?
05/14/2026

You worked hard for it.
Why are you giving so much of it away?

𝗣𝗮𝘆 𝗹𝗲𝘀𝘀 𝗮𝘁 𝘀𝗵𝗼𝗿𝗲𝗳𝗽.𝗰𝗼𝗺.
05/05/2026

𝗣𝗮𝘆 𝗹𝗲𝘀𝘀 𝗮𝘁 𝘀𝗵𝗼𝗿𝗲𝗳𝗽.𝗰𝗼𝗺.

𝗧𝗵𝗲 𝗜𝗥𝗦 𝗶𝘀𝗻’𝘁 𝘆𝗼𝘂𝗿 𝗽𝗮𝗿𝘁𝗻𝗲𝗿—𝘀𝘁𝗼𝗽 𝘁𝗿𝗲𝗮𝘁𝗶𝗻𝗴 𝘁𝗵𝗲𝗺 𝗹𝗶𝗸𝗲 𝗼𝗻𝗲.Learn more at shorefp.com.
04/28/2026

𝗧𝗵𝗲 𝗜𝗥𝗦 𝗶𝘀𝗻’𝘁 𝘆𝗼𝘂𝗿 𝗽𝗮𝗿𝘁𝗻𝗲𝗿—𝘀𝘁𝗼𝗽 𝘁𝗿𝗲𝗮𝘁𝗶𝗻𝗴 𝘁𝗵𝗲𝗺 𝗹𝗶𝗸𝗲 𝗼𝗻𝗲.

Learn more at shorefp.com.

𝗜𝗳 𝘆𝗼𝘂𝗿 𝗖𝗣𝗔 𝗶𝘀𝗻’𝘁 𝘀𝗮𝘃𝗶𝗻𝗴 𝘆𝗼𝘂 𝗺𝗼𝗻𝗲𝘆, 𝘁𝗵𝗲𝘆’𝗿𝗲 𝗰𝗼𝘀𝘁𝗶𝗻𝗴 𝘆𝗼𝘂 𝗺𝗼𝗻𝗲𝘆.𝘋𝘰 𝘣𝘦𝘵𝘵𝘦𝘳 𝘢𝘵 shorefp.com.
04/24/2026

𝗜𝗳 𝘆𝗼𝘂𝗿 𝗖𝗣𝗔 𝗶𝘀𝗻’𝘁 𝘀𝗮𝘃𝗶𝗻𝗴 𝘆𝗼𝘂 𝗺𝗼𝗻𝗲𝘆, 𝘁𝗵𝗲𝘆’𝗿𝗲 𝗰𝗼𝘀𝘁𝗶𝗻𝗴 𝘆𝗼𝘂 𝗺𝗼𝗻𝗲𝘆.

𝘋𝘰 𝘣𝘦𝘵𝘵𝘦𝘳 𝘢𝘵 shorefp.com.

𝗬𝗼𝘂 𝗱𝗼𝗻’𝘁 𝗻𝗲𝗲𝗱 𝗺𝗼𝗿𝗲 𝗶𝗻𝗰𝗼𝗺𝗲, 𝘆𝗼𝘂 𝗻𝗲𝗲𝗱 𝗮 𝗯𝗲𝘁𝘁𝗲𝗿 𝘁𝗮𝘅 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆.That’s where we come in.shorefp.com
04/21/2026

𝗬𝗼𝘂 𝗱𝗼𝗻’𝘁 𝗻𝗲𝗲𝗱 𝗺𝗼𝗿𝗲 𝗶𝗻𝗰𝗼𝗺𝗲, 𝘆𝗼𝘂 𝗻𝗲𝗲𝗱 𝗮 𝗯𝗲𝘁𝘁𝗲𝗿 𝘁𝗮𝘅 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆.
That’s where we come in.
shorefp.com

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29 Beach Road #206
Monmouth Beach, NJ
07750

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