As someone currently in retirement, we want to help make sure you are financially prepared to enjoy it to the fullest. Together, we’ll approach questions you may have related to taxes, generating income, healthcare and more.
Nearing Retirement (50+)
It may feel daunting and overwhelming to know when you’re financially - and personally - ready to retire. Our team will help you address the details from making sure your portfolio is on the right track, to answering risk management questions you might have.
Starting to Think More About Retirement (40+)
You’ve taken the time to build your family and your career, and now you’re spending more energy on setting long-term goals for your retirement. It’s never too early to start planning and at Southshore, we’ll work to answer any financial questions you may have ranging from investing to late-stage education planning.
