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. I developed my passion for financial planning in an unlikely place - during my time as a professional bass guitarist in a rock band in California.
Axel is the owner of Gilbert Tax Center and specializes in personal tax returns, small business returns, partnerships, LLC's and corporations. Before coming to Shoreline I worked as a mortgage banker and branch manager for Raymond James. I enjoy explaining the details of financial plans to clients. Have questions about planning for retirement? Need an experienced CPA for your business?
Axel is the owner of Gilbert Tax Center and specializes in personal tax returns, small business returns, partnerships, LLC's and corporations. Before coming to Shoreline I worked as a mortgage banker and branch manager for Raymond James. I enjoy explaining the details of financial plans to clients. Have questions about planning for retirement? Need an experienced CPA for your business?
Services
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.
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.
Shoreline Financial Services of Arizona does this with the highest levels of trust, integrity and respect while always collaborating using a team approach.
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.
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.
Shoreline Financial Services of Arizona does this with the highest levels of trust, integrity and respect while always collaborating using a team approach.
Sean Humeston was born and raised in Orange County, California where he began his career as a musician in a rock band in 1996 through 2003.
During that time, he completed 14 national tours and played in several groups sharing his talents.
Sean played bass guitar in these bands, but more importantly he played a huge role in the financial success of these groups.
From budgeting to promotion, he developed a passion for finance.
Sean then decided to make a shift in his trade and became a licensed retirement planner in 2001, where he specialized in working with school teachers.
During that time, he completed 14 national tours and played in several groups sharing his talents.
Sean played bass guitar in these bands, but more importantly he played a huge role in the financial success of these groups.
From budgeting to promotion, he developed a passion for finance.
Sean then decided to make a shift in his trade and became a licensed retirement planner in 2001, where he specialized in working with school teachers.
There are many financial products in the market, and so choosing the ones that best meet an individual client's needs can be complicated.
Informed decisions about the products in any portfolio are best made after an assessment of individual needs.
After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.
Have questions about planning for retirement?
Need an experienced CPA for your business?
Informed decisions about the products in any portfolio are best made after an assessment of individual needs.
After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.
Have questions about planning for retirement?
Need an experienced CPA for your business?
Shoreline founder Sean Humeston and Steve Savant discuss the role of liquid money in retirement.
Everyone, I'm Steve Savant, syndicated financial columnist and bloodied color commentator on today's show, liquid money in retirement is essential part one of our series on building a firm financial foundation for retirement, but financial advisor for Sean Humeston.
We're talking about liquidity and retirement.
You know, people say, well, you know, I have all my money tied up in qualified plans.
I have all my money tied up, but sometimes even in annuities, but we need liquidity in our, in our retirement.
Everyone, I'm Steve Savant, syndicated financial columnist and bloodied color commentator on today's show, liquid money in retirement is essential part one of our series on building a firm financial foundation for retirement, but financial advisor for Sean Humeston.
We're talking about liquidity and retirement.
You know, people say, well, you know, I have all my money tied up in qualified plans.
I have all my money tied up, but sometimes even in annuities, but we need liquidity in our, in our retirement.
When exploring the world of investments, it's important to gain a broad perspective of the various types for a clear understanding of how each of them can work towards achieving your objectives.
Each has its own investment characteristics which, when applied individually, may not be appropriate for your financial profile; however, when they are strategically combined in a portfolio, they can work in concert to meet your investment objectives within your risk parameters.
It is, therefore, important to consider all investments in light of your specific objectives and risk tolerance.
Each has its own investment characteristics which, when applied individually, may not be appropriate for your financial profile; however, when they are strategically combined in a portfolio, they can work in concert to meet your investment objectives within your risk parameters.
It is, therefore, important to consider all investments in light of your specific objectives and risk tolerance.
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