Shoreline Financial Services is a comprehensive financial advisory firm based in Gilbert, Arizona, offering a wide range of services including retirement planning, tax strategies, insurance solutions, mortgage assistance, and business succession planning. Their mission is to promote financial health through education, aiming to be a trusted source for clients seeking secure financial strategies. The team comprises professionals with diverse backgrounds, such as Sean Humeston, the founder with a unique journey from a rock musician to a financial planner; Gary Luna, a CPA and CFP® with experience in mortgage banking; and Jacquelyn Humeston, the operations manager with a background in commercial real estate and leasing. They emphasize a collaborative approach, ensuring that clients receive personalized and unbiased financial advice tailored to their individual needs. With a commitment to integrity and respect, Shoreline Financial Services strives to educate and support clients in achieving their financial goals.