Advisor at Shore Financial Planning
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Firm
Shore Financial Planning
Location
Monmouth Beach, NJ 07750-1363
Credentials
CFP®
Industry experience
15 years
Lucas Carey is a CFP® professional with 15 years of industry experience. He worked at Lighthouse Financial Advisors, Inc. for 13 years prior to joining Shore Financial Planning. Shore Financial Planning is a fee-only, tax-focused advisory firm serving individual clients and families. The firm integrates tax considerations into financial planning and investment management, offering comprehensive planning, ongoing wealth management, and selective tax preparation services.
Comprehensive Financial Plan: $4,000 fixed fee (discounted to $3,000 if paid within 3 days); Non-investment consulting fees $1,000 to $100,000
Minimum fee: Comprehensive Financial Plan: $4,000 fixed fee (discounted to $3,000 if signed and paid within 72 hours); Tax Preparation: minimum $600; Non-Investment Consulting: $1,000 to $100,000 depending on complexity Fee-only: Fixed fees ranging from $5,000 to $100,000 for Wealth Management Services; Comprehensive Financial Plan fixed fee; Tax preparation fees; Non-investment consulting fees
29 Beach Road, Suite 206
Monmouth Beach, NJ 07750-1363
New Jersey
Lighthouse Financial Advisors, Inc.
2007 - 2020 (13 years)
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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