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.
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 - April | May - June | July - September | Oct-Dec |
Investment Review / Outlook | Insurance Planning | Investment Review/Outlook | End of Year Tax Planning |
Retirement Income Planning | Pre-Retirement Planning | Estate Planning | Liability Planning |
12-36 Month Goal Planning | Net Worth Analysis | Estate Planning Document Updating/Drafting** | Medicare Planning |
Tax Planning | Quarterly Performance Report ** | Education Planning | Implement RMDs |
Tax Prep / Filing* | Gifting Planning | Implement Gifting Strategies | |
Portfolio Review Meeting** | Portfolio Review Meeting** | Quarterly Performance Report** |
*Tax filing provided by third party with additional costs
**For investment management clients
***Estate updating/drafting provided by third party with additional costs