Feel Confident in Your Retirement Future
Turning your retirement “what if’s” into your retirement “why not’s”.
Your Success is Our Mission
North Shore Capital Planning strives to help our clients live happy, successful and confident lives through the use of insurance strategies and retirement income planning. If we can help clients put a plan in place to address the “what if’s” in life, they can usually relax and feel more confident in the future. Whether you are an individual, family, retiree or near-retiree, we are here to serve you.
Services to Support Your Financial Future
No two clients are in exactly the same situation. That’s why it’s important that we get to know each other so we can customize a plan based on your needs. We are knowledgeable in using insurance strategies to support your overall financial well-being. What can we do for you?
401(k) & IRA Rollovers
Legacy Planning
Retirement Income Planning
Tax Minimization Strategies
Insurance & Annuity Planning
Here for You, Every Step of the Way
To stay organized and on track, we employ a four-step process to make sure your needs are met. Getting to know you, your situation and your goals drives our work together. It all starts with a free, no obligation, consultation.
1. Discover
This is where we get to know you and your retirement income needs.
2. Plan
We offer possible strategies to help reach your goals.
3. Implement
We execute the agreed up on plan.
4. Review
Overtime, we review to see if adjustments are needed.
Is your retirement plan built to withstand a bear market?
Download your complimentary Bear Market Survival Guide to learn how to protect your retirement plan from market volatility.
