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 feel like they have addressed each of the financial planning pillars that will lead to a well-planned retirement.

Planning Services For Pre-Retirees  | Shore Wealth Management In IL