Worried your financial strategy is
Missing Something?

We’re here to help you feel confident in your retirement.

For more than two decades, we’ve helped people plan for and transition to retirement. We help people who are 10 years from retirement, already retired and everyone in between.

Comprehensive Retirement Planning

For over 20 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.

Our All Hands Analysis® process includes:

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    Retirement Income Planning

    Retirement is the top concern for many of the people we meet. We’ll help you identify your sources of income in retirement and implement strategies to help ensure your income will last as long as you need it.

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    Investments & Wealth Management

    You want growth, but you also want to help preserve your hard-earned assets from potential declines. We’ll help you create an investment plan to help optimize growth when markets climb and potentially minimize risk when they decline.

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    Tax Planning

    We can refer you to local CPAs for tax services, if these services are needed. With your consent, we can proactively coordinate & collaborate with your CPA, to help create and maintain your comprehensive financial plan. This forward-looking tax planning approach helps us identify smart distribution & tax-efficiency strategies, potentially reducing your tax bill in retirement.

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    Health Care & Long-Term Care

    Understanding your health insurance and long-term care options can be overwhelming and confusing. Our insurance professionals will help you identify which Medicare plan might be right for you and address your potential need for care in your 80s, 90s, and beyond.

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    Legacy & Estate Planning

    We can refer you to local attorneys for estate planning services, if these services are needed. With your consent, we can coordinate and collaborate with your attorney to develop your legacy & estate plans. We can help you setup crucial legal documents to help preserve your assets and help ensure your assets are distributed according to your wishes upon your passing.

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 Team Approach

When you work with us, you don’t just get one advisor. You get an entire team. We partner with professionals experienced in a specific area of concern for retirees.

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Ready to take
The Next Step?

For more information about any of our services, schedule a 15-minute introductory session today.

Schedule an Introductory Session

Or give us a call at 781.836.4214.