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
Withdrawal Strategies
Retirement Planning
Risk Management
Estate and Trust Planning
Social Security Strategy
Roth Conversions
Tax Planning
Investment Planning
Investment Management
Gifting Strategies
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 conversations throughout the year.
First
During the beginning of our relationship we will create a roadmap for us to use as our initial financial guide.
Next
Working together we will identify, prioritize and implement action items from our financial guide.
Lastly
We will meet three times throughout the year to review and implement new ideas as needed.
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 - September | October - December |
Investment Review & Planning | Tax Planning | End of Year Planning Items |
Cash Flow Planning | Insurance Planning | Benefits Review |
Tax Prep & Filing* | Estate Planning | Gifting Strategies |
Investment Performance Reports | Investment Performance Reports | Investment Performance Reports |
*Tax filing provided by third party with additional costs