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.
gilbert az tax preparation of Arizona does this with the highest levels of trust, integrity and respect while always collaborating using a team approach. We are considered a “full” service firm offering mortgage loans, tax advice, insurance needs and retirement planning.
We feel that our company motto says it all. “Promoting financial health through education.” We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.
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.
Products and services include:
401(k) retirement plans and Individual Retirement Accounts
Tax Planning and Tax Returns
Refinance, Purchase and Reverse Mortgages
Annuities
Mutual funds, ETF’s and similar securities
Certificates of Deposit and Certificate Annuities
U.S.Treasuries securities
Group retirement and savings plans
Simplified Employee Pension Plans
Qualified retirement plans
Investment grade life insurance and all traditional life Insurance plans
Long-term care and disability insurance
Wealth Management and Portfolio Management
Address : 1176 E Warner Rd #115, Gilbert, Arizona – 85296, United States of America
Toll Free: (888) 899-2566
Email: jackie@shorelineaz.com
Shoreline Shoreline Financial Services 