Guide Download - Retirement Preparation Checklist

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Retirement preparation checklist

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Retirement Preparation Checklist

South Shore Investment Services is a Registered Investment Advisor. Investment advisory services are offered only by duly registered individuals through South Shore Investment Services, a Registered Investment Advisor. Estate planning services are offered through licensed attorneys not affiliated with South Shore Investment Services. Insurance products are offered through individually licensed insurance agents not affiliated with South Shore Investment Services. Clients of South Shore are not obligated to use the services of these providers in order to receive advisory services from South Shore. Clients may engage other providers for estate planning or insurance services.

Investing involves risk, including the potential loss of principal. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security.

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

Medicare Advantage Plans are insured or covered by a Medicare Advantage organization with a Medicare contract and/or a Medicare-approved Part D sponsor. Enrollment in the plan depends on the plan’s contract renewal with Medicare. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. Availability of benefits and plans varies by carrier and location. Deductibles, copays and coinsurance may apply. Plans purchased after initial enrollment period are subject to eligibility requirements.

We are not affiliated with Medicare or any other government agency. By contacting us, you will be connected with a licensed insurance agent.

Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Product and feature availability may vary by state and issuing company.

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