Customized solutions that address your
unique Financial needs
Your finanical needs and goals are unique and we’ll work with you to deliver the specific financial services you need.
Financial Planning and Wealth Management
Your financial planning needs change over time, as you transition from your earning years to a fulfilling retirement. The South Shore Advisory Group will work with you to create a digital, interactive and personalized financial plan, updated throughout each stage of your life.
Customized based on your your immediate or long term goals, we have the knowledge to provide the clarity and guidance you need to pursue your goals.
Retirement Planning
To ensure you have financial security when you retire, you need to shelter your money from taxes now while accumulating funds for the future. When you work with South Shore Advisory Group, we help you establish a robust retirement plan designed to reach these goals. Depending on your specific employment situation and objectives, we can help you pursue your goals.
Tax Planning Strategies
The purpose of tax analysis/planning is to ensure that your portfolio is structured to help you maximize your tax savings. Effective tax planning seeks to not only lower income taxes, but also to free up cash flow which can be reinvested, reduce debt, or however else you desire to use it.
In addition to income tax savings, proper tax planning also seeks to reduce estate taxes which can potentially have a devastating effect on the total value of the assets that you leave behind for your spouse or loved ones.
Investment Management
As a Registered Investment Advisor firm, our financial advice and investment management align with your investment goals. We address your tolerance and capacity for risk, focusing on reducing losses and improving returns while avoiding unnecessary risk.
Whether you come to us for a portfolio consultation or want us to manage your investment accounts, we assess the current performance of your investments and advise you about potentially better options. We recommend high-quality investments that can provide value, growth, and income, and help you reallocate assets to potentially improve both risk and returns.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice. Re-balancing may be a taxable event. Before you take any specific action be sure to consult with your tax professional.