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
Tax Planning
Roth Conversions
Social Security Optimization
Health Care Planning
Risk Management
Estate Planning
Gifting Strategies