ASSET MANAGEMENT
At Shore Wealth Management, we use an investment approach that is research-based, risk-managed, and is tied to each of our client’s financial plan and stated goals.
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SHORE WEALTH MANAGEMENT
@shorewm
College Planning
At Shore Wealth Management, we understand that college planning can raise many questions:
- How much will it cost?
- How much should I save?
- When should I start saving?
- How do I save?
- Which investment vehicle works for my family?
We work with our clients to align educational goals with many financial variables. While colleges publish tuition costs, it is important to remember that there are many other expenses and factors that need to be considered, such as room and board, books, and inflation.
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Pre-Retirees
At Shore Wealth Management, we understand entering the Retirement RedZone is an exciting time when you are preparing to live off the fruits of your labor. We have a disciplined process to help transition you to this next stage of your life.
- Maximizing Social Security
- Addressing health care costs
- Retirement income distribution planning
- Analyzing long-term care risks
- Risk Management & Insurance
- Pension vs. Lump Sum analysis
Our goal is to help our clients address each of the financial planning pillars that will lead to a successful retirement.
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Business Owners
At Shore Wealth Management, we understand managing a business takes hard work and carries tremendous responsibilities. We work with this core group of clients to address their unique issues, concerns, and opportunities to align their business with their personal financial goals.
- Retirement Planning
- Asset Management
- Business Succession Planning
- Managing Taxes
- Employee Benefits
- Risk Management & Insurance
- Personal Financial Planning
We create tailored plans that give a forward-looking strategy to synchronize personal and professional financial goals.
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Shore Wealth Management is a Danville-based multi-generational financial planning and wealth management firm offering personalized guidance to a select group of individuals, families, and organizations both locally and around the country. Our mission is to use our disciplined financial planning process and asset management strategies to guide our clients and their family through each stage of life’s financial journey. Our commitment to this mission is defined by three core principles:
I. Planning-Based Approach
- In-depth discovery and active listening helps us understand what matters most to our clients
- A tailored plan is developed that helps our clients understand where they are today along with a forward-looking strategy to close any financial gaps
- Clear recommendations that show clients their options and ease decisionmaking.
II. Personalized Guidance
- A team approach and a focus on ongoing education allows for specialization and innovation
- An investment approach that is research-based, risk-managed, and is tied to each of our client’s financial plan and stated goals
- The ability to leverage resources and connect clients to other professionals helps integrate their financial lives.
III. Attentive Service
- A personal commitment to the highest standards of accessibility, responsiveness, and follow-through
- Ongoing communication helps clients track their progress and stick to their plan while remaining flexible as needs change over time
- Taking an active interest in our client’s lives and interests demonstrates care and builds trust.
Benefit:
Clients feel the confidence that comes from working with a team that is solely focused on their goals.
Clients feel comfortable knowing that they have a deep and experienced team in their corner.
Clients experience the assurance that comes from a long-term working relationship.
I. Planning-Based Approach
- In-depth discovery and active listening helps us understand what matters most to our clients
- A tailored plan is developed that helps our clients understand where they are today along with a forward-looking strategy to close any financial gaps
- Clear recommendations that show clients their options and ease decisionmaking.
II. Personalized Guidance
- A team approach and a focus on ongoing education allows for specialization and innovation
- An investment approach that is research-based, risk-managed, and is tied to each of our client’s financial plan and stated goals
- The ability to leverage resources and connect clients to other professionals helps integrate their financial lives.
III. Attentive Service
- A personal commitment to the highest standards of accessibility, responsiveness, and follow-through
- Ongoing communication helps clients track their progress and stick to their plan while remaining flexible as needs change over time
- Taking an active interest in our client’s lives and interests demonstrates care and builds trust.
Benefit:
Clients feel the confidence that comes from working with a team that is solely focused on their goals.
Clients feel comfortable knowing that they have a deep and experienced team in their corner.
Clients experience the assurance that comes from a long-term working relationship.
6 posts
Male
Living in United States
Located in 3609 North Vermilion Street Suite C Danville, IL 61832
