Retirement Planning in South Shore, MA

Many Solutions,

Under One Roof

South Shore Retirement Services is a full-service retirement and insurance firm with over thirty years of experience finding real-world solutions to the concerns facing retirees of today and tomorrow. Our goal is to help take the stress out of planning because we have a team that can provide numerous solutions for a variety of our clients, under one roof.

Full Service Retirement and Insurance Professionals.

Meet Our Team.

Mark Rowlette
Mark E. Rowlette, President & Founder

Mark was born and raised in Dublin, Ireland. He obtained his degree in Accounting/Finance and Business Management from Dublin Business School. In the late 90’s Mark immigrated to the United States to start his career as a financial consultant at the age of 21.

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Carol Talanian, Operations Specialist

Carol Talanian has worked with Mark since 2011. She is takes care of all the day to day business in their Hingham office. She also handles client relations and seminar planning at SSRS. Carol is often the first person you will see when you attend a seminar and the first person you will speak to when you call or visit their office.

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Bill Caldwell, P.C., Attorney at Law

Bill is an experienced attorney with extensive knowledge of estate planning, estate administration, estate litigation, probate court matters, and tax planning. His expertise is in federal and state estate taxes, federal gift and generation-skipping transfer taxes, and the design and implementation of estate plans of all levels of sophistication, from basic to high-net-worth, with the emphasis on the legal needs of working couples with growing families.

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Stuart Millard, CFP®

Stuart has been concentrating in the senior market since 2006 by assisting seniors with their Medicare health insurance plan choices. Since 2006 he has directly or indirectly been responsible for helping more than 10,000 Medicare beneficiaries make their Medicare plan choice.

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Holly Sladen, Client Relationship Management

Holly joined South Shore Retirement Services in the spring of 2018. She is working with the team in client relationship management and marketing roles. Holly acts as a liaison with various partners to ensure timely turnaround and customer satisfaction.

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Get Started Today

Our clients become true partners in their own retirement planning approach, working with us to customize a financial strategy or plan that not only helps protect all they have worked for their entire lives but also carves out the standard of living they have envisioned for themselves and their futures.