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Pre-Retirees

Client Centered

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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