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At Shoreside Wealth Management, our goal is to create a plan that allows you to live your best life today, while fulfilling your lifelong goals for charity, legacy, and maximizing lifestyle.
Not to mention that today's retirees are faced with the two modern challenges of a dissapearing pension system
(less than 1 in 5 retirees today will have a pension) and a ballooning life expectancy.
The latter is a gift, but requires a more thorough investment and financial strategy.
We want to help you achieve autonomy in retirement while maximizing your experiences.
With specialized designations in retirement income planning, it is our mission at Shoreside Wealth Management to give clients confidence and clarity with their finances to allow them to maximize their life today and wake up well positioned for tomorrow.
"The ability to do what you want, when you want, with who you want, for as long as you want, is priceless.
It is the highest dividend money pays."
Morgan Housel,
The Psychology of Money
Retirement is a time of great transition and in all of the conversations we have with retirees, we hear the same two fears come up.
1.
Running out of money and becoming a burden on family or friends.
2.
Outliving your money and not taking advantage of all the time, health, and resources you worked so hard to achieve.
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