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Comprehensive Strategies
To Help You Align Your Objectives for Retirement

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.



couple meeting with financial planner

Our Capabilities

Income Planning

Retirement Planning

Risk Planning

Estate and Trust Planning

Liability Planning

Education Planning

Tax Planning

Investment Planning

Investment Management

Gift Planning

Tax Return Filing*

Estate Document Drafting*

*These services are provided by third parties. SFP will assist with the transfer of data between our clients and an experienced tax professional team.

We Utilize a Unique Financial Planning Process

Rather than sitting down once or twice per year for 2-3 hours to go over a 70+ page financial plan, we break your planning topics into smaller, more digestible reports throughout the year.

First

We will perform research and analysis in the background directly with the input of our outside third party alliances or your network of professionals.

Next

We will upload and/or mail reports to you throughout the year once we have completed your analysis.

Lastly

If we identify any issues that require further discussion, we will coordinate a meeting or call.

This process allows you to know your team is staying on top of your financial life and gives you more time to enjoy the things you love.

What to Expect Throughout the Year 

Our Planning Schedule

January - March

April - June

July - September

October-December

Investment Review / Planning

Tax Planning

Estate Planning

End of Year Tax Planning

Goals Planning

Tax Prep / Filing*

Liability Planning

Benefits Review

Retirement Income Planning

Insurance Planning

Net Worth Analysis

Gifting Strategies

Quarterly Performance Report

Quarterly Performance Report

Quarterly Performance Report

Quarterly Performance Report

*Tax filing provided by third party with additional costs

Interested in Getting Started?

Book a Free Consultation