Employer Sponsored Plans
Employer-sponsored plans are a powerful tool for retirement savings and when used effectively, they can be a key driver of long-term financial confidence and providing tailored guidance.
At Shoreline Planning Partners, we offer a full spectrum of financial services designed with a goal to help support every stage of your retirement journey. Each service is built on the foundation of our client-first philosophy and guided by the core values that drive everything we do. Whether you’re looking to manage your wealth, further your legacy, or create viable income for the future, we’re here to walk beside you with personalized solutions and experienced guidance.
Employer-sponsored plans are a powerful tool for retirement savings and when used effectively, they can be a key driver of long-term financial confidence and providing tailored guidance.
You’ve spent decades growing your operation or built a company from the ground up, planning for the future of your business is one of the most important financial decisions you’ll make.
Estate planning is more than preparing documents, it’s about making sure your hard work benefits the people and causes you care about most. We help guide the financial aspects of your estate plan with care and intention.
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.
Financial planning is a comprehensive process that takes into account every aspect of your financial life—from your income and investments to your debt, insurance, and legacy wishes.
Whether you’re in the early stages of building wealth or seeking strategies to preserve what you’ve accumulated, we provide personalized guidance.
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 take a personalized approach to help you determine if an annuity aligns with your needs, risk tolerance, and retirement timeline.
Risk-Aware, Research-Driven Strategic Investment Guidance for Every Stage of Life Portfolio management services are built around one simple principle: your investments should reflect your goals, time horizon, and comfort with
Whether you’re just getting started or fine-tuning your retirement strategy, we’ll guide you through how these investments can work together to support your long-term goals.
Planning for long-term investing and building an investment portfolio shouldn’t be overwhelming. Mutual funds offer a straightforward way to invest in a variety of stocks, bonds, or other securities.
Most financial discussions revolve around potential returns, but we believe the first and most critical conversation should be about potential risks. True financial freedom isn’t just about how much you can manage your money; it’s about how well you can safeguard what you’ve already built. Our approach starts with a deep dive into the unexpected events that could derail your plans. We help you prepare for everything from an unforeseen lawsuit to a family health crisis, with a goal of ensuring your wealth and your loved ones are secure.
Most financial discussions revolve around potential returns, but we believe the first and most critical conversation should be about potential risks.
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.
