Comprehensive Retirement Planning
For many years, we’ve helped people transition from working full-time to retirement, whether they're working part-time or not at all. We work with people who are 10 years from retirement and clients who are already in retirement and everywhere in between.
We offer two proprietary processes
to help you achieve your retirement goals
Your retirement deserves all hands on deck.
The All Hands Analysis®
Many people retire without formalizing a financial plan to navigate life's uncertainties. At South Shore Retirement Services, we believe no one should embark on this journey alone, so we developed the All Hands Analysis®.
Your Retirement plan should adjust as you do.
The Retirement Refit™
Even if you've already crafted a retirement plan, likely with a financial professional, there might come a time when it needs work. Maybe rates have improved, or your life has changed, or you simply don't feel like your needs are being addressed. That's where our Retirement Refit™ comes in.
Insurance products are offered through the insurance business South Shore Retirement Services. South Shore Retirement Services is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by South Shore Retirement Services are not subject to Investment Advisor requirements.
South Shore Retirement Services has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice. Investing involves risk, including the potential loss of principal. South Shore Retirement Services is not affiliated with or endorsed by the U.S. Government or any governmental agency
Our Tailored Approach
You don't get a cookie-cutter retirement plan when you work with us. You get a tailored plan that looks at where you are today and plans for where you want to go.
Ready to take
The Next Step?
For more information about any of our services, schedule a 15-minute strategy session today.
