Shoreline Retirement Group*

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC

144 N. Main Street, Branford, CT 06405
Phone 203-488-8384 or 888-538-6433 Fax: 203-678-0454
www.shorelinerg.com

Richard Shanahan

Founding Partner
Richard.Shanahan@raymondjames.com
Maria Storm, CRPC®, Financial Advisor and Founding Associate Maria.Storm@raymondjames.com
Many view retirement as a goal. We view it as a journey. Let us help you plan for it.
Our primary focus is on helping people get ready for and navigate their way through the challenges of retirement. Whether you are preparing for retirement, already retired or wondering what sort of financial help your aging parents will need, it is important to understand what this next phase of your life really involves and what is needed to prepare for it.

Retirement means different things to different people. Your retirement goals may range from world travel, to staying in your own home as long as possible, to affording a comfortable life in a senior community or making sure your parents are in a situation that keeps them happy and well-cared for at a reasonable cost. At Shoreline Retirement Group, our advisors develop customized financial plans that are carefully thought out, comprehensive and specific to each individual’s situation. We will help you to fully understand your individual financial options and then develop a plan that allows you to anticipate the future with confidence.

Once the plan is in place, we will remain mindful of your goals for family and for a full life. To help prevent unwelcome surprises, we’ll speak with you often and monitor the markets closely to ensure that as changes occur, you’re ready to meet them.

Richard Shanahan is a Branch Manager with Raymond James and founding partner of the Shoreline Retirement Group. Previously, he was Vice President of Investments with UBS/Paine Webber and Janney Montgomery Scott, and a financial planner for Southern New England Telephone. He earned a bachelor’s degree from Central Connecticut State University and an MBA from the University of New Haven.

Maria Storm is a Financial Advisor with Raymond James and a founding associate of Shoreline Retirement Group. Maria earned a bachelor’s degree from Wellesley College and a master’s degree from the Harvard School of Education. She is a Chartered Retirement Planning Counselor® and holds a Series 7 and a Series 66 securities license as well as insurance licenses. She focuses on the challenges women face as they plan for retirement.

*Shoreline Retirement Group is an independent firm. Securities are offer through Raymond James Financial Services, Inc., member FINRA/SIPC.