At Shoreline Planning Partners, everything we do begins with one simple belief: your goals come first. We’re more than financial professionals—we’re valued partners who walk alongside you through every chapter of your retirement journey. Our team is grounded in core principles like integrity, transparency, and service, and we’re committed to delivering personalized strategies that align with what matters most to you.
We are not just in the business of financial planning, we’re in the business of building relationships that last. We understand that your retirement isn’t just about numbers—it’s about your lifestyle, your legacy, and your confidence.
That’s why we take a personal, principle-driven approach to every plan we build. Our team takes the time to listen, learn, and truly understand what matters most to you. Then, using our experienced process, we help you create a strategy that aligns with your goals and adapts as your life evolves.
We take the time to understand your values, goals, and lifestyles, and align your financial strategy with what means the most to you.
We want to create limited stress and flexibility for you to navigate your financial
journey with confidence.
Your financial freedom is our priority – we are committed to helping you work towards your
goals.
You’ll work with a dedicated financial advisor who takes the time to listen, explain your options, and walk with you through life’s transitions. We are here as your experienced partner, providing honest guidance, ongoing support, and the expertise you need.
Financial planning is an ongoing journey, not a one-time event. As your life evolves, we’ll adjust your plan to keep you on track. Ready to get started? Contact Shoreline Planning Partners today to schedule your complimentary consultation and discover your confidence.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
April Bates offers advisory services offered through LPL Financial, a registered investment advisor and separate entity from Shoreline Planning Partners, LLC.
