Our Services


For Individuals:

  • Investments
  • Financial Planning
  • Mutual Funds
  • Income Planning
  • Annuities
  • Tax Planning
  • Medicare Plans
  • Fixed Rates
  • 401k
  • 403b
  • IRAs
  • Wealth Transfers
  • Charitable Giving/Donations
  • Trust Management
  • Retirement Planning
  • Educational Plans, 529s
  • Life Insurance
  • Health Insurance
  • Disability Insurance
  • Long Term Care Insurance

For Businesses:

  • Buy/Sell Agreements
  • Key Person Insurance
  • Employee Benefits
  • Executive Benefit Packages
  • Retirement Plans
  • Profit Sharing Plans
  • Defined Benefit Plans
  • Health Insurance
  • Disability Insurance
  • Life Insurance
  • Business Succession Plans
  • Tax Planning
  • Fund Management Services
  • Future Expense Planning

For Non-Profits:

  • Fund Management
  • Trust Management
  • Endowments
  • Income Management
  • Scholarship Funds
  • Employee Benefits
  • Retirement Plans
  • Health Insurance Plans

In addition to services and products listed above, Shore Wealth Management LLC is in a position to offer and facilitate wide range of Educational Seminars and Presentations on most current and important subjects like Social Security, Income Planning, Retirement Planning, Estate Planning, etc.  These are available to groups, businesses or Non-Profits upon request.

 

Call or email us today!  We can only discuss options available to you after you reach out!

 


Contact us today and you can start planning together with Shore Wealth!