At Shoreline Planning, we understand that life insurance is more than just a policy—it’s a proactive step toward preserving your family’s financial future.
At Shoreline Planning in Amarillo, TX, we believe financial planning is a lifelong process that evolves with your needs, goals, and life circumstances. Whether you’re in the early stages of building wealth or seeking strategies to preserve what you’ve accumulated, we provide personalized guidance to help keep you on track.
Our focus is on thoughtful, long-term planning—not market timing or speculation—so you can make confident, informed decisions every step of the way.
We work closely with you to develop a plan that reflects your financial goals, time horizon, and risk tolerance. Your strategy may include:
Diversified investment portfolios aligned with your objectives (There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Retirement account strategies, including IRAs and employer-sponsored plans
Tax-efficient savings strategies
College funding plans
Business and personal asset coordination
Our goal is to help you manage your wealth in a way that’s intentional, viable, and designed with a goal to support your long-term vision.
Preserving wealth is just as important as growing it—especially as you approach retirement or face major life transitions. Shoreline Planning offers guidance on how to help safeguard your assets from unnecessary risk, taxes, and erosion over time.
Asset Allocation does not ensure a profit or protect against a loss. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss. No strategy assures success or protects against a loss.
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.
