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Skip to main content. Tel: 888 899 2566. For a solid future. Manage the changing face of life. Your success is our only mission. We are dedicated to providing retirement planning and financial strategies to all of those seeking a better lifestyle. Simply put, we strive to be our client’s trusted source for safe money. As a retirement planning firm, our primary focus is to provide unbiased opinions that are designed to achieve great results. 1176 E Warner Rd, Suite 115. Tel: 888 899 2566.

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Skip to main content. Tel: 888 899 2566. For a solid future. Manage the changing face of life. Your success is our only mission. We are dedicated to providing retirement planning and financial strategies to all of those seeking a better lifestyle. Simply put, we strive to be our client’s trusted source for safe money. As a retirement planning firm, our primary focus is to provide unbiased opinions that are designed to achieve great results. 1176 E Warner Rd, Suite 115. Tel: 888 899 2566.

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10 asset allocation

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Home | Shoreline Financial Services of Arizona LLC | shorelineaz.com Reviews

https://shorelineaz.com

Skip to main content. Tel: 888 899 2566. For a solid future. Manage the changing face of life. Your success is our only mission. We are dedicated to providing retirement planning and financial strategies to all of those seeking a better lifestyle. Simply put, we strive to be our client’s trusted source for safe money. As a retirement planning firm, our primary focus is to provide unbiased opinions that are designed to achieve great results. 1176 E Warner Rd, Suite 115. Tel: 888 899 2566.

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shorelineaz.com

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Our Services | Shoreline Financial Services of Arizona LLC

http://www.shorelineaz.com/products

Skip to main content. Tel: 888 899 2566. For a solid future. Manage the changing face of life. Your success is our only mission. Products and services include:. 401(k) retirement plans and Individual Retirement Accounts. Tax Planning and Tax Returns. Refinance, Purchase and Reverse Mortgages. Mutual funds, ETFs and similar securities. Certificates of Deposit and Certificate Annuities. Group retirement and savings plans. Simplified Employee Pension Plans. Long-term care and disability insurance.

2

Asset Allocation | Shoreline Financial Services of Arizona LLC

http://www.shorelineaz.com/asset-allocation

Skip to main content. Tel: 888 899 2566. For a solid future. Manage the changing face of life. Your success is our only mission. All investments involve some sort of risk, whether it’s market risk, interest risk, inflation risk liquidity risk, tax risk. An individualized asset allocation strategy seeks to mitigate the risks of any one asset class though diversification and balance. What it is the investor hopes to achieve using his investment dollars – improve current lifestyle; achieve capital gro...

3

Business Succession Planning | Shoreline Financial Services of Arizona LLC

http://www.shorelineaz.com/business-succession-planning

Skip to main content. Tel: 888 899 2566. For a solid future. Manage the changing face of life. Your success is our only mission. The Need for a Written Agreement. Types of Business Owner Buy-Sell Arrangements. Under this arrangement, used when there are multiple owners, each of the business owners has a separate agreement with the corporation or partnership as the entity. The entity, per the buy-sell agreement, will buy the deceased partner’s interest at his or her death. Buy-Sell arrangements are a simp...

4

Charitable Giving | Shoreline Financial Services of Arizona LLC

http://www.shorelineaz.com/charitable-giving

Skip to main content. Tel: 888 899 2566. For a solid future. Manage the changing face of life. Your success is our only mission. Presently, the tax code offers incentives for gifting of one’s assets or incomes. Tax deductions are given for current contributions and, for estate owners, charitable gifts can reduce the size of the estate to help minimize estate taxes. A remainder trust enables the donor to transfer an asset while retaining the right to the income it generates. The asset becomes the &ldq...

5

Our Team | Shoreline Financial Services of Arizona LLC

http://www.shorelineaz.com/our-team-1

Skip to main content. Tel: 888 899 2566. For a solid future. Manage the changing face of life. Your success is our only mission. Sean now resides in Queen Creek, Arizona with his 2 daughters and 2 sons. He actively sponsors the sports department at Higley High School, where his daughters attend. Outside of the office, he loves traveling and spending time with his family. He still has maintained his passion for music over the years and actively plays the piano, guitar and bass. Eric now resides in Gilbert...

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California clients contact Jeff. Arizona clients contact Sean.

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Attention Pilots: VIP TFR in the Cape Cod area from August 8-23rd. Saturday, Aug 8, 2015. Gulfstream Elevates the Airborne Office. Monday, Aug 3, 2015. Announcing: Bose A20 Aviation Headset Summer 2015 Promotion. Tuesday, Jul 21, 2015. Full Service FBO at Marshfield Airport (GHG). Shoreline Aviation has been providing first class aviation services since 1981. Located just 20.2 miles southeast of Boston, MA, you’ll enjoy our convenient location, low fuel prices and you’ll avoid big-city delays!

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shorelineaz.com

Home | Shoreline Financial Services of Arizona LLC

Skip to main content. Tel: 888 899 2566. For a solid future. Manage the changing face of life. Your success is our only mission. We are dedicated to providing retirement planning and financial strategies to all of those seeking a better lifestyle. Simply put, we strive to be our client’s trusted source for safe money. As a retirement planning firm, our primary focus is to provide unbiased opinions that are designed to achieve great results. 1176 E Warner Rd, Suite 115. Tel: 888 899 2566.

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