At North Shore Wealth Management we take pride in helping our clients manage and build their financial assets.

CONNECT

Address:

255 Executive Dr Ste. 305
Plainview , NY 11803

Phone:

(800) 935-1899,,(516) 870-0809

Fax/Other:

516 576-8572

Retirement Services

     Retirement is a major concern for most of us today. Happily, people are living longer leaving us with more years to enjoy retirement. More years in retirement means making our money last longer. With Social Security not as certain as it once was, it is imperative that investors focus on having their money outlive them... not outliving their money.

At North Shore Wealth Management, we can assist you in answering some important questions such as;

  • Am I earning enough on my investments to maintain my lifestyle?
  • Am I taking too much risk ?
  • Should I take distributions from my IRA ?
  • How do I handle my 401k plan after retirement ?

These are just a few of the issues facing todays retirees.

Contact a North Shore Wealth Advisor for a free review.

 

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Check the background of this financial professional on FINRA's BrokerCheck