Corporate Headquarters 27201 Puerta Real, Ste. 300 Mission Viejo, CA 92691
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We provide a wide range of financial services that are critical to a well-rounded strategy. Whether you are in need of investment consulting, help with setting up a trust, or tax advice, Shoreline Financial has knowledgable professionals with years of experience standing by ready to advise you on your financial future.
An annuity is a term based insurance product that can generate interest and pay out income. Which annuity is right for you? We specialize in Fixed, Immediate, Deferred, Fixed Income, Lifetime, and SPIA Annuities.
A trust appoints a trustee the right to hold assets and funds for the benefit of a beneficiary. Secure your loved ones’ financial future and avoid the stress and confusion that can arise when transferring your estate to your beneficiaries.
A mortgage is a loan used to purchase a home, where the property serves as the borrower’s collateral. When it comes to obtaining a mortgage loan, homebuyers have fewer options than they had during the boom years. Let us help you choose the best option for your situation.
Reaching your financial goals is not just about accumulation. It’s also about protecting your assets. Shoreline Financial Services specializes in investment-grade life insurance, long-term care and disability insurance to help make sure you’re ready for whatever the future brings.
Whether you are a seasoned pro or completing a tax return for the first time, tax season can be overwhelming. Let our professionals walk you through the process and make sure this tax season goes smoothly.
An investment is an asset or item that is purchased with the hope that it will generate income or appreciate in the future. There are many investment options in today’s marketplace and making the right choice can be difficult. We can help narrow your focus to make wise decisions based on your goals.
If you have any questions... We are available