Let's Adapt Your Course for Current Conditions Your goals today should direct your plan for tomorrow.

Our 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 the Retirement Refit™ comes in.

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Stage 1.
Plan Assessment

In Stage 1, we collaborate closely to conduct a comprehensive review of your current situation. Our aim is to delve into the details of your existing retirement plan, ensuring our team grasps the original intentions behind each decision and identifies any changes in your goals and needs.

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Stage 2.

In Stage 2, we roll up our sleeves and start digging into your new vision for the future. We dive deep into your wish list to help ensure we know exactly where you want to be in 5, 10, or 20 years. Our goal, of course, is to create a detailed plan that perfectly matches your retirement vision. 

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Stage 3.
Plan Refurbishment

In Stage 3, after all the fine-tuning, we get into gear. This is where things really start to come together. We've pooled our ideas and insights, and now it's time to make things happen. With careful attention to detail and keeping the lines of communication wide open, we're all about making sure every little piece fits perfectly into your vision for a rock-solid retirement.


Step 4.
Course Adjustments

In Stage 4, our dedication to your financial health doesn't stop once your retirement plan is in place; it's an ongoing journey. We keep a close eye on things, making sure your plan stays on track. If we notice any bumps along the way, we're quick to tweak things to keep you heading in the right direction. Our aim is to give you the confidence to sail smoothly toward your retirement goals, knowing we've got your back every step of the way.


Ready to
Get Started?

For more information about any of our processes and services, schedule a 15-minute introductory call today or register to attend an event.

Or give us a call at 781.836.4214.

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.