We understand that retirement isn’t just a date on the calendar—it’s a major life transition that requires thoughtful, personalized preparation. Whether you’re just starting to plan or are approaching retirement age, we help you build a strategy that supports your lifestyle, goals, and confidence.
Our retirement planning services are designed with a goal to give you clarity, structure, and confidence at every stage.
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.
