South Shore Retirement Services Information

South Shore Retirement Services is a full-service retirement and insurance firm with experience finding real-world strategies to address the concerns facing retirees of today and tomorrow. Our goal is to reduce the stress of preparing for retirement because we have a team that can provide numerous strategies for a variety of our clients, under one roof. Our retirement services are never cookie-cutter, one-size-fits-all because we understand the depth and diversity of all our clients’ life experiences and expectations. We help them prepare for and guide them through a number of key retirement preparation elements. We specialize in: HOLISTIC RETIREMENT STRATEGIES SOCIAL SECURITY STRATEGIES PENSION MAXIMIZATION STRATEGIES INSURANCE & ANNUITY PRODUCTS & STRATEGIES ESTATE PLANNING (Estate planning and legal services offered through our strategic partner William Caldwell, P.C., Attorney at Law) Rowlette and Associates, LLC DBA: South Shore Retirement Services – an affiliated company – is an independent financial services firm offering both insurance and investment services. Investment advisory services are offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Rowlette and Associates, LLC DBA: South Shore Retirement Services not affiliated companies. Our firm is not affiliated with the U.S. government or any governmental agency. Our firm does not provide tax or legal advice. Individuals should consult a qualified professional for guidance before making any purchasing decisions.