Shore Point Advisors is an independent registered investment advisor, meaning we are not affiliated with a broker-dealer. As a fiduciary, we have a legal obligation to put the client’s best interests first, including before our own compensation.

Office Address:
402 Higgins Avenue
Brielle, NJ 08730

Phone: (732) 876-3777
Fax: (732) 292-1900
Email: info@shorepointadvisors.com

Days Open: Monday through Friday
Hours Open: 9:00 a.m. to 5:00 p.m.

OUR SERVICES OFFERED

Money Guide Pro including full balance sheet review
Financial goal planning
Social Security maximization strategies
Protection Assessment including life and property/casualty insurance
Estate planning evaluation
Collaboration with CPA’s and attorneys
Education funding strategies
Beneficiary review on investment accounts and life insurance
Calculation to establish emergency reserves
Portfolio analysis of outside held accounts
Annual employer 401k/403b/457b review and education
Customized model portfolios
Tax loss harvesting (when considered advantageous)
Roth IRA conversions (when considered advantageous)

OUR ONGOING SERVICES

Quarterly review meeting (10-15 minute telephone or virtual meeting)
Annual financial planning review meeting (approximately 1 hour)
Investment consultation as needed
Portfolio monitoring if held at Shore Point Advisors
Online client portal and mobile app
Client vault for important document storage
Quarterly market reports
Bi-weekly email newsletter

VIEW OUR FINANCIAL GPS

A strong investing foundation is the key to navigating your way through times of market volatility. We encourage you to read through our Financial GPS as a reminder of our core philosophies at Shore Point Advisors.

Within the latest edition of our Financial GPS, learn more about topics such as Important Questions to Ask Your Financial Advisor, Key Principals to Improve Your Odds of Financial Success and Key Fundamentals for Investors.

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