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RETIRement planning

We are an independent firm that takes pride in providing comprehensive RETIREMENT PLANNING services to our clients.   In every case, we review our clients Wills, Estate Plans/Trusts, Taxes, and Insurance. Our comprehensive services integrate all aspects of our client’s financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth.

We OFFER:
  • Insurance Planning
  • Beneficiary Review
  • Retirement Planning
  • Financial Needs Analysis
  • Analysis of Present and Future Expenses
  • Estate Planning
  • Income Planning


Just imagine a complete plan, where all your financial, estate, and tax planning needs are addressed in a customized binder. This is your comprehensive RETIREMENT PLAN.  Our coordinated approach ensures that your plan is developed using an all-inclusive view.  We have found that many financial services professionals focus on products; our experience shows that our clients’ needs are best met by focusing on processes and most importantly, people.

We Would Love to Have You Visit Soon!


Hours

M-F: 8am - 5pm

Telephone

(985) 265-1033

Email

info@NorthShoreCP.com
  • Home
  • Who We Are
    • our team
  • Services
    • RETIREMENT PLANNING
    • TAX PLANNING
    • COLLEGE PLANNING
  • Nick's Picks
    • Video Library
  • Contact