Wealth Management is an advanced investment advisory discipline that incorporates financial planning and specialized financial services. The key objectives are to provide individuals and families with tailored financial, estate planning, and investment management resources. The management of your wealth is a long-term approach that requires you to focus on the big picture.
Retirement planning refers to the process of making financial provision for retirement before reaching retirement age. This usually results in the purposeful setting aside of money, or other assets, with the intention of deriving an income from those assets at retirement age. Retirement planning also incorporates all the capabilities within wealth management to help your future needs be accommodated while retired. The goal of retirement planning is to achieve financial independence so that the need to be gainfully employed is optional rather than a necessity.
Estate planning is the process of accumulating and disposing of ones accumulated estate to help maximize the goals of the estate owner. The various goals of estate planning can include making sure the highest amount possible of the estate passes to the estate owner’s intended beneficiaries, often including paying the least amount of taxes and avoiding or minimizing probate court involvement. Additional goals typically include providing for and designating guardians for minor children and planning for incapacity by establishing a will, trusts, and healthcare proxies.
Accounting, tax, and consulting services are tailored to meet the individual needs of each client. Our CPAs’ goal is to help their clients understand complex accounting and tax issues, help both maximize cash flow, and minimize their tax liabilities.
Understanding your health insurance options in retirement can be complicated. Our health insurance specialist can give you guidance on what plan is best for you and what steps you need to take to secure the best health insurance plan for you and your family.
Implement real-world strategies today designed to help protect your financial and estate assets in the future.
Your life and your dreams are unique to you. Your financial strategy should be, too. We can help you build a financial strategy that fits your lifestyle, using the following services:
We host seminars in the community to connect with others and share the importance of preparing for your financial future. Our seminars focus on common retirement topics, including how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle. We’d love to see you at our next event.
To learn more about South Shore Investment Services, a Registered Investment Advisor, or to schedule a
no-obligation meeting, contact us today!
