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Financial Planning

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

Financial Planning Areas:

Withdrawal Strategies 

Investment Planning

Tax Planning

Roth Conversions

Social Security Optimization

Health Care Planning

Risk Management

Estate Planning

Gifting Strategies


Interested in Getting Started?

Book a Free Consultation