ABOUT JAMES FAY

Following a 25-year career in Law Enforcement, James Fay brings his work ethic, discipline, and enthusiasm to the private sector. James entered the financial services business in 2005 after witnessing, firsthand, the abuse and lack of education that law enforcement officers were shown when attempting to implement financial products. As an Account Representative with a fraternal order, he developed a passion for educating and assisting police officers, and their families with their financial protection needs.

Drawing upon those 10 years of experience, James is currently the Senior Vice President at Shore Point Advisors. As a financial advisor he is focused on helping law enforcement officers with making educated financial decisions that will directly affect their retirement. James specializes in the areas of protection, asset management and financial planning.

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 Location

402 Higgins Avenue
Brielle, NJ 08730

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

Hours

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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