North Shore Capital Planning

Working Together Towards Your Retirement Goals

Customized Services & Strategies for Your Exact Needs

Everyone is different, and so are each of our clients. At North Shore Capital Planning, we dig deep to understand your needs. Once those needs are identified, we customize our strategy-based services to enhance your unique situation. We look forward to serving you with our knowledge, resources and dedication.

401(k) & IRA Rollovers

Have you left retirement earnings behind when you have changed jobs? Or do you have too many uncoordinated accounts to manage? If so, we can help you round up those savings and put a plan in place so your money works for you in retirement.

Legacy Planning

Protecting, preserving, and passing along your estate is important to overall financial well-being. We work to make certain you have a plan that allows you to protect your assets, save taxes, and pass along more wealth to heirs.

Tax Minimization Strategies

Taxes will always be a part of life. We can review your assets and see what would help with taxation. Every dollar saved today can work for you in retirement.

Retirement Income Planning

Retirement income planning can be a complicated, intricate process. With so many important decisions to make and so many options available for meeting your needs, it’s important you have a resource you can count on to guide you along the way.

Insurance & Annuity Planning

We all want our loved ones to be taken care of should the unexpected happen. There has never been a better time than now to set up the right policies to cover life’s “what ifs” and create another income stream when it’s most needed.

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