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 address each of the financial planning pillars that will lead to a successful retirement.