What We Offer
At Southshore Financial Planning
The solutions we provide are built to guide you to a successful retirement - whatever that means for you. Whether you’re currently in retirement, preparing for your next chapter in the next few years or you have a few decades to go, our team will develop a personalized plan that addresses the goals you have in mind.
Financial Planning Areas:
Withdrawal Strategies
Investment Planning
Investment PlanningTax Planning
Tax Planning 
Roth Conversions
Social Security Optimization
Health Care Planning
Risk Management
Risk ManagementEstate Planning
Estate PlanningGifting Strategies
Gifting StrategiesOngoing Wealth Management Service
Planning Schedule
|
January - February |
April - June |
October - November |
|
Investment Review & Planning |
Tax Preparation & Planning |
End of Year Items |
|
Cash Flow Planning |
Risk Management |
Estate Planning |
|
Investment Performance Reports |
Investment Performance Reports |
Investment Performance Reports |
Services are customized to clients. This is a general outline.