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A Personalized Experience
For Individuals and Their Families

Our Clients Motivate Our Planning Process

The planners at Southshore have worked with over 1,000 individuals and families across the country. Of the clients we’ve worked with, there have been a few common interests including:

Wanting to Enjoy the Second Half of Their Lives
By Doing What They Love

As a team, we view our responsibility to our clients as helping them identify what “life to the fullest” means to them and craft a plan to have the resources to enjoy it.

Having a Strong Desire to Be Remembered
Either In Their Lifetime or the Legacy They Leave

We assist clients in identifying, planning and implementing ideas in the most tax-efficient way so they can maximize their wishes and author the financial chapters of their life story.

We Tend to Work With Individuals and Families That Are:

retired couple on vacation

In Retirement

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older businessman in office

Nearing Retirement (50+)

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middle-aged business associates meeting together

Starting to Think More About Retirement (40+)

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In Retirement

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.

Sound Like You?

Discover the Solutions We Offer