Pre-Retirees

At Shore Wealth Management, we understand entering the Retirement RedZone is an exciting time when you are preparing to live off the fruits of your labor. We have a disciplined process to help transition you to this next stage of your life.

  • Maximizing Social Security
  • Addressing health care costs 
  • Retirement income distribution planning
  • Analyzing long-term care risks
  • Risk Management & Insurance
  • Pension vs. Lump Sum analysis

Our goal is to help our clients sleep well at night knowing they have addressed each of the financial planning pillars that will lead to a successful retirement.



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