Promoting financial health through education.
At Shoreline Financial Services, our mission is to provide retirement planning and financial strategies to all of those seeking a better lifestyle. We strive to be our clients' 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. We look at the true math and science of retirement to not only minimize risk, but to make sure you have a guaranteed income for the rest of your life.
Our Philosophy
We believe that financial planning is not just about numbers and spreadsheets, but about understanding our clients' goals, values, and priorities. We take the time to listen to our clients' concerns and tailor our services to meet their unique needs. Whether it's helping small business owners develop a comprehensive financial plan, or providing retirement planning strategies for individuals, we are committed to providing exceptional service and guidance.
Our Services
At Shoreline Financial Services, we offer a wide range of services designed to help our clients achieve their financial goals. These services include:
- Investments: We work with our clients to create personalized investment portfolios that align with their financial goals and risk tolerance.
- Tax Planning: We provide expert tax planning strategies to minimize our clients' tax liability and maximize their after-tax returns.
- Insurance: We help our clients assess their insurance needs and develop a comprehensive strategy to protect their assets.
- Retirement Planning: We work with our clients to create customized retirement plans that ensure they can live the life they deserve in retirement.
- Managing Your Finances: We help our clients develop a comprehensive financial plan that balances their short-term and long-term financial goals.
- Asset Allocation: We work with our clients to develop a customized asset allocation strategy that aligns with their financial goals and risk tolerance.
- Business Succession Planning: We help our clients develop a comprehensive succession plan that ensures the smooth transfer of their business.
- Charitable Giving: We help our clients develop a giving strategy that reflects their values and philanthropic goals.
- Real Estate Services: We provide expert real estate services, including property management, to help our clients achieve their real estate goals.
Our Team
Our team of experts is dedicated to providing exceptional service and guidance to our clients. Our team includes:
- Sean Humeston, CEO/Founder: Sean has a passion for finance and has over 14 years of experience in the industry. He is a licensed retirement planner and has helped numerous clients achieve their financial goals.
- Debi Wiley, Licensed Agent: Debi has a background in Alaska and has worked with clients to plan for their retirement. She specializes in helping fishermen plan for their retirement.
- Eric Brasch, Mortgage Specialist: Eric is an Arizona native and a veteran of the U.S. Navy. He has a background in the mortgage industry and can help clients with refinance, home equity lines, and more.
- Axel Williams, Registered Tax Preparer: Axel is the owner of Gilbert Tax Center and specializes in personal tax returns, small business returns, partnerships, LLC's and corporations.
- Gary Luna, CPA, CFP: Gary has over 20 years of experience in the financial industry and has worked with numerous clients to develop comprehensive financial plans.
- Grant Hadden, Wealth Advisor: Grant is a certified financial planner and has a passion for helping his clients achieve their financial goals.
Services Experience
The reviewers, Wendy Sue Williams and Victoria R. Gindick, both had positive experiences with Shoreline Financial Services and Sean, their representative. Their 5-star ratings indicate high satisfaction with the company's services. The customers appreciated Sean's expertise, transparency, and trustworthiness.
Paperwork and Transfers
Wendy Sue Williams praised the company's paperwork handling and seamless transfer process. The team efficiently managed the paperwork for her retirement account consolidations, making the process smooth and hassle-free.
Customer Service
Both reviewers emphasized the excellent customer service they received. Sean and his team were responsive and available whenever needed. This instilled confidence in the customers, making them feel comfortable reaching out for guidance.
Recommendations
Victoria R. Gindick and her husband have recommended Sean and Shoreline Financial Services to their best friends, demonstrating the level of trust they have in the company. This strong word-of-mouth endorsement highlights the positive impact of Sean's professionalism and expertise.
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