Financial Planning & Investment Management Services for Central Illinois & Indiana.

 

 

Welcome

Our goal at Shore Wealth Management is to be our clients most trusted advisor through professional knowledge, integrity and personalized service.

Shore Wealth Management was founded on traditional values; hard work, loyalty, uncompromising quality, and personal services.  We work with our clients and their families to develop their customized Wealth Plan.  

We use a disciplined process to ensure our clients have addressed each aspect of the five financial pillars we believe are absolutely crucial for their financial success.  

-Asset Management

-Wealth Planning

-Tax Planning

-Estate Planning

-Risk Management

We provide this high level of service by understanding what "True Wealth" means to our clients and how we can leverage our knowledge, professional relationships, and vast resources of our strategic partners to help our clients meet their goals.

Please consider Shore Wealth Management and Experience the Difference.

 


 
Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

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Newsletters

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

Settling on a Salary

As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.

What Do Price/Earnings Ratios Really Have to Offer?

It's not hard to find the price/earnings ratios of publicly traded companies or even the market as a whole reported in the news. Unfortunately, it may be difficult to understand what the numbers mean without the ability to make meaningful comparisons.

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

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