Retirement Planning & Insurance Services

Our retirement services are never cookie-cutter, one-size-fits-all because we understand the depth and diversity of all our clients’ life experiences and expectations. We help them prepare for and guide them through all elements of their retirement planning.

Holistic Retirement Planning

Our comprehensive approach to retirement planning encompasses a full range of strategies from managing and protecting existing assets to estimating future cash flows and investments.

Estate Planning

Everything you own or have ever worked for comprises your estate: your home, your automobile, bank accounts, insurance policies, and every last one of your personal possessions. Estate planning is vital to making sure your wishes are carried out.

Social Security Strategies

Social Security planning is one of the most important cornerstones of your retirement income plan. South Shore Retirement Services applies years of experience and the latest cutting edge technology. Utilizing Social Security software allows us to quickly analyze, compare and verify our possibilities of election strategies.

Insurance & Annuity Products & Strategies

We work with you to analyze your financial situation and lifetime goals to help maximize your pension and retirement income when confronted with complex choices.

Pension Maximization

When nearing retirement age, employees are often faced with an arduous decision around two common pension payout options. For instance, a single-life payout guaranteed a higher pension check that ceases upon death. Joint-life payout spreads your funds out over the years but will continue after your death to provide for a living spouse.

Asset Management

Asset protection should be an essential component of any retirement plan. You’ve worked hard all of your life to build a comfortable savings and establish your home equity – and these achievements merit protection.

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