Retirees
Retirees
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.