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At Shore Wealth Management, we understand how important it is to use your resources efficiently to get the most out of this unique life stage. We have developed a disciplined process to help maximize our client’s quality of life throughout retirement.

  • 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.

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