Promoting financial HEALTH
through education

Financial planning services we proudly offer

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs..

Investment

Tax Planning

Business Succession Planning

Charitable Giving

Real Estate Services

ARIZONA FINANCIAL PROFESSIONALS

We are dedicated to providing retirement planning and financial strategies to all of those seeking a better lifestyle. Simply put, we strive to be our client’s trusted source for safe money. As a retirement planning firm, our primary focus is to provide unbiased opinions that are designed to achieve great results.

Sean Humeston

CEO/Founder

I developed my passion for financial planning in an unlikely place - during my time as a professional bass guitarist in a rock band in California.

Debi Wiley

Licensed Agent

Before becoming a licensed agent, I was a Shoreline client! Now I use my experience living in Alaska to help others plan for their retirement.

Eric Brasch

Mortgage Specialist

I’m an Arizona native and U.S. Navy veteran with a background in the mortgage industry. I can help you with refinance, home equity lines, and more.

Axel Williams

Registered Tax Preparer

Axel is the owner of Gilbert Tax Center and specializes in personal tax returns, small business returns, partnerships, LLC’s and corporations.

Gary Luna

CPA, CFP®

Before coming to Shoreline I worked as a mortgage banker and branch manager for Raymond James. I enjoy explaining the details of financial plans to clients.