Shoreline Asset Management LLC

Financial Planning Consultants, Accountants-Certified Public, Accounting Services

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Today: 8:00 am - 5:00 pm

Tomorrow: 8:00 am - 5:00 pm

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(765) 593-2487Call Visit WebsiteVisit Website Map & DirectionsDirections412 S Main StNew Castle, IN 47362 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:00 am - 5:00 pm

Places Near New Castle with Financial Planning Consultants

Mount Summit (9 miles)
Greensboro (10 miles)
Sulphur Springs (10 miles)
Spiceland (12 miles)
New Lisbon (12 miles)
Mooreland (13 miles)
Kennard (13 miles)
Springport (13 miles)
Lewisville (14 miles)
Straughn (15 miles)

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Email

BBB Rating

Extra Phones

Phone: (765) 521-4629

Primary Phone: (765) 521-4541

Phone: (765) 593-2485

Other Link

http://www.shoreline-llc.com

Categories

Financial Planning Consultants, Accountants-Certified Public, Accounting Services, Bookkeeping, Financial Planners, Financial Services, Investment Advisory Service, Investments, Retirement Planning Services, Stock & Bond Brokers, Tax Return Preparation, Taxes-Consultants & Representatives

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Details

Phone: (765) 593-2487

Address: 412 S Main St, New Castle, IN 47362

Website: http://www.shoreline-llc.com

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Shoreline Asset Management LLC

Tax Planning
Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.
Estate Taxes
IRS Representation
During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.
Tax Services
Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
Roth IRA
401(k) Calculator, 401(k) Spend It or Save It Calculator, 403(b) Savings Calculator, 72(t) Calculator, Beneficiary Required Minimum Distributions, How Important is Social Security?, Pension Plan Retirement Options, Required Minimum Distribution (RMD), Retirement Income, Retirement Pension Planner, Retirement Planner, Retirement Shortfall, Roth IRA Calculator, Roth IRA Conversion, Roth IRA vs. Traditional IRA, Social Security Benefits, Traditional IRA Calculator More...
Income Tax
Wanting to check on your income tax refund? Here's the place and click on "Where--xyaxy--s My Refund?" Also a good source for most IRS forms.
Tax Return Preparation
Business Tax Return Preparation

Bonds

Accounting Services
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following...
Payroll Services
Cash Flow Analysis
Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.
Bookkeeping Services

Financial Planning
Shoreline Asset Management is affiliated with Shore & Company to better serve you with financial planning and investment services.
Retirement Planning
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years. Retirement planning services are provided through Shoreline Asset Management, LLC.
Long Term Care
Long term care is needed by those who can't perform the basic tasks required to take care of themselves. This calculator can help you determine if you are financially prepared for this impending expense.
Asset Management
A Turnkey Asset Management Provider serving CPA-based Registered Investment Advisor practices and serves as "Back Office" assistance for Shoreline Asset Management.
College Funding
Looking for ways to save for college? Take a look at the 529 College Savings Plan and other options found under Featured Services.

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