Retirement Planning Services in Hingham & Across the South Shore of Massachusetts

Most advisors focus on one piece of your retirement, usually your investments. We look at all five, because the decisions in each area shape the others. A tax move can change your income plan; an income choice can affect what you leave behind. From our office in Hingham, we help individuals and families across the South Shore of Massachusetts bring income, healthcare, taxes, legacy, and investments together into one coordinated plan, as an independent, fiduciary firm with no quotas and no proprietary products to push.

See how our All Hands Analysis® brings all five together

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Click and Explore All 5 Services

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Legacy & Estate Planning

Make sure what you've builtreaches the people and causes you intend, with as little as possible lost alongthe way.

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Investments & Wealth Management

A portfolio built forretirement, not just growth, managed by an independent local fiduciary.

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Tax Planning

Keep more of what you'vesaved with the proactive, multi-year tax strategy most firms never offer.

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Retirement Income Planning

Turn a lifetime of savingsinto a dependable paycheck that lasts as long as you do.

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Health Care & Long-Term Care

Plan for Medicare, risingmedical costs, and long-term care, so a health event never has to become afinancial one.

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.

Mousse says you should call & learn about our services

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Questions About Your Plan? We're Here to Help.

Schedule a Time to Meet

Disclosure

Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.

Insurance products are offered through the insurance business Rowlette and Associates, LLC DBA South Shore Retirement Services (RA/SSRS). RA/SSRS 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 RA/SSRS are not subject to Investment Advisor requirements.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. 6034751 - 10/26

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25 Recreation Park Drive, Suite 200, Hingham, MA 02043
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Disclosures

Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of South Shore Retirement Services is stated or implied. Retire South Shore Radio is a paid placement. Insurance products are offered through the insurance business Rowlette and Associates, LLC DBA South Shore Retirement Services (RA/SSRS). RA/SSRS is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by RA/SSRS are not subject to Investment Advisor requirements. 6034751 - 10/26