Estate planning is more than preparing documents—it’s about making sure your hard work benefits the people and causes you care about most. Whether you’re focused on passing wealth to loved ones, minimizing taxes, or supporting a charitable mission, we help guide the financial aspects of your estate plan with care and intention.
Our role is to help you organize, plan, and preserve your legacy with confidence.
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.
