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Welcome to South Shore Bank > Investment > Planning Centers > Retirement Planning Center

Retirement Planning Center

For Individuals

Planning for life after work is among the biggest concerns we all have. Balancing the desire for a lifestyle we hope to lead after years of hard work with the fears of having enough money to support that lifestyle is top-of-mind for most of us.

The Retirement Planning Center provides access to comprehensive planning and guidance to help you have the retirement you hope for.

  • Retirement Income planning
  • Social Security consulting
  • Medicare/Medicaid planning
  • Pension optimization strategies

Schedule a no-obligation consultation today.

The Investment Center at South Shore Bank (781) 682-3209

For Businesses

If you own a business or are responsible for your company’s retirement plan, you are faced with many choices. Finding the right plan design, the right pricing and the best investments is a big task. Add to this the ongoing flow of changes in regulations and fiduciary responsibilities. Balancing what’s best for your employees with the impact on your business is a constant concern.

The Retirement Planning Center can help your business build a new plan or revise an existing one to better suit you needs as a business owner while keeping the best interests of your employees in mind.

  • Plan Design and Consulting
  • Participant/Employee Education
  • Investment Consulting

Schedule a no-obligation consultation or a review of your existing plan today.

The Investment Center at South Shore Bank (781) 682-3209

Investment products and services are offered through INFINEX INVESTMENTS, Inc. Member FINRA/SIPC. The Investment Center at South Shore Bank is a trade name of the Bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

FINRA    SIPC



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