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Company Core Values

Shoreline Financials Foundation was built on the goals and values of our clients. In the world of Insurance and retirement planning, the most treasured component is choice.

We like to think of every goal and vision for the future as attainable with each and every client. Whether you are needing help planning for a trust, tax preparation, mortgage needs, financial planning or you are looking for a safe and guaranteed solution to retirement income, such as fixed or fixed indexed annuities, Shoreline Financial has an advisor and solution ready to meet with you.

Jeffrey C. Vallez – President, Retirement Planner


Overview of financial products

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  • Approved States

    Call to find out if your
    state is approved.

  • Locations

    Serving you coast to coast
    EST and PAC timezones.

  • $200 M+

    Over $200 million in premium
    to date.

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