The Other Side of the CD Story
Certificates of Deposit (CDs) are a popular choice among risk-averse investors, particularly during times of high interest rates. The allure of a fixed rate of
ShorelinePlanning
July 24, 2025
Certificates of Deposit (CDs) are a popular choice among risk-averse investors, particularly during times of high interest rates. The allure of a fixed rate of
Navigating the intricacies of personal finance can be a daunting task, and that’s where the skills of a financial planner become invaluable. In this comprehensive
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.
