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401k Advice

Client Centered

At Shore Wealth Management, we realize that for many people today, the money saved for retirement through a company-sponsored plan is their single largest retirement asset. The world of company sponsored plans can be complex with differing plan rules and investment choices. Some of the most common questions we receive from our clients:

  • How much should I contribute?
  • How  should I invest?
  • How can I access my funds and when?
  • Should I make a Traditional or Roth contribution?

We have a disciplined process to help our clients answer these questions, implement our recommendations, and to ensure they are maximizing the benefits of their company-sponsored plan.

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