A complete look at your retirement across all five areas: income, taxes, healthcare, legacy, and investments, so nothing gets missed or left to chance.

1

Discovery Meeting

A relaxed first conversation to get to know you, not your account balances, what you're looking forward to, and what's keeping you up at night. It's complimentary and comes with no obligation; we're listening, not selling.

2

The South Shore Retirement All Hands Analysis Process logo

The heart of what we do. Our full team reviews all five areas of your retirement at once, because in retirement, they don't exist in isolation; a tax move can affect your Medicare premiums; your income plan affects what you leave behind. You come away with a clear picture of where you stand and specific recommendations for what we can do.

  • Income: Will your money last as long as you do?
  • Healthcare: Are you ready for what Medicare doesn't cover?
  • Taxes: Are you keeping as much of your money as possible?
  • Legacy: Will your wishes actually be carried out?
  • Investments: Is your portfolio built for retirement, not just growth?

3

Onboarding Meeting

We'll have your paperwork ready to sign so you can come aboard, including any accounts we need to open, like IRAs and brokerage accounts, and the investment advisory agreement. We'll explain each document, what it's for, and what comes next. Your understanding is our priority, so ask us anything.

4

Allocation Meeting

This is where all the pieces come together. We put the recommendations in motion, repositioning investments for income, timing Roth conversions, coordinating withdrawals, and aligning beneficiaries. If you already have a CPA or attorney you trust, we work alongside them, not around them. The result is one coordinated plan, not a collection of separate products.

5

Client Strategy Sessions

We don't call these "client reviews," because a review only looks at the past. We have Client Strategy Sessions because what matters is looking ahead. Retirement isn't a finish line. Markets, tax laws, health, and life can all change, so we meet regularly to keep your plan on course.

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"We think we're okay, but we're not really sure." I've heard that more times than I can count, from people who worked hard and did everything right. The trouble is that retirement is rarely looked at as a complete picture, folks get advice on their investments, or their Social Security, or their estate, but almost never all five at once. We built the All Hands Analysis® over more than a decade, right here in our community, to close those gaps. Not as a checklist, as a conversation.

— Mark Rowlette, Founder

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South Shore Retirement Team in a meeting with clients

Retirement Should Feel Steady & Steady Doesn't Happen by Accident.

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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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