Shore Morgan Young
Personal Financial Planning
www.shoremorganyoung.com

For nearly 30 years, Shore Morgan Young Innovative Wealth Solutions has helped individuals and business owners protect and enjoy their success by developing customized financial plans, and by keeping those plans current in an ever-changing financial environment. Using a team concept, Shore Morgan Young has drawn together expertise in financial planning, taxes, and estate planning, as well as investments and insurance.

Shore Morgan Young clients are individuals who understand and appreciate the value of an integrated approach to their financial planning. SMY’s overriding philosophy – the one that distinctively defines the way they do business – is “Serve First, Last and Always”. Shore Morgan Young associates believe that it’s not only their responsibility to help you make the most of your income and assets, but also to help you make the most of your life.

Securities and Investment Advice offered through FSC Securities Corporation, Member NASD, SIPC & AIG Advisor Group