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This website stores cookies on your computer. These cookies are used to collect
information about how you interact with our website and allow us to remember
you. We use this information to improve and customize your browsing experience
and for analytics and metrics about our visitors both on this website and other
media. If you would like to find out more about the cookies we use, you can see
our Privacy Policy.

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Phone: 781.836.4214 | Email: hello@ssrs1.com | 


Menu

 * Services
 * Our Process
   * All Hands Analysis®
   * Retirement Refit®
 * Our Team
   * Mark Rowlette
   * Damon La Tanzi
   * Erica Wright
 * Events
 * Radio
   * Podcast
 * Blog
 * Contact Us
 * Client Login
 * Schedule an Introductory Call
 * Search


Menu
×
 * Services
 * Our Process
   * All Hands Analysis®
   * Retirement Refit®
 * Our Team
   * Mark Rowlette
   * Damon La Tanzi
   * Erica Wright
 * Events
 * Radio
   * Podcast
 * Blog
 * Contact Us
 * Client Login
 * Schedule an Introductory Call
 * Search



 * CLIENT LOGIN


HELP GAIN CONFIDENCE FOR THE DAYS AHEAD

Learn How


GET STARTED IN 3 EASY STEPS:


1. DISCOVER

Schedule a 15-Minute Introductory Call to chat with us and discover what your
ideal retirement looks like.


2. EVALUATE

During the introductory call, our goal is to learn about you and what you want
out of retirement.




3. PLAN

At the end of our call, we'll decide the next steps together and get started on
planning your retirement journey.

CHART A COURSE TOWARD YOUR DREAM RETIREMENT TODAY!

Let’s Get Started

INSTANT DOWNLOAD


WILL YOUR MONEY LAST AS LONG AS YOU DO?

With this 10-page instant download you'll discover:

 * Ways your taxes may be affected by the Trump tax change – today and in
   retirement
 * Ways to help ensure your portfolio is as tax efficient as possible
 * Strategies designed to help make sure you don’t give Uncle Sam a penny more
   than necessary

Download Now!


NEED MORE INFO? ATTEND AN EVENT

Attend one of our informational live seminars or virtual webinars.

Attend one of our informational seminars to learn more about retirement income
strategies, legacy planning and more.

--------------------------------------------------------------------------------

October 22 | Taxes & Retirement: Will I Be Okay? | 6:30 pm
Register
October 24 | Taxes & Retirement: Will I Be Okay? | 6:30 pm
Register
November 21 | Taxes & Retirement: Will I Be Okay? | 6:30 pm
Register

View Full Calendar


GET TO KNOW OUR TEAM

Discover how we help individuals and families achieve their ideal retirements.

--------------------------------------------------------------------------------


MEET OUR FOUNDER

It’s our responsibility to assess your financial situation with integrity and
transparency to help you build a strategy that works for you.
» Learn More


SERVICES WE OFFER

Once we understand your financial situation, we can help you decide which types
of products and services fit within your financial strategy.
» Learn More


GET TO KNOW OUR TEAM

Discover how we help individuals and families achieve their ideal retirements.

--------------------------------------------------------------------------------


MEET OUR FOUNDER

It’s our responsibility to assess your financial situation with integrity and
transparency to help you build a strategy that works for you.
» Learn More


SERVICES WE OFFER

Once we understand your financial situation, we can help you decide which types
of products and services fit within your financial strategy.
» Learn More


THE SECOND ACT

Retirement isn’t the final chapter in the book of life. But rather, a new
beginning.

» Watch Our Story



READY TO
GET STARTED?

For more information about any of our processes and services, schedule a
15-minute introductory call today or register to attend an event.

Start the Process
Attend a Live Event

Or give us a call at 781.836.4214.



CONTACT US

Phone: 781.836.4214
Fax: 781.754.1475
Email: hello@ssrs1.com

VISIT US

25 Recreation Park Drive, Suite #200
Hingham, MA 02043
Get Directions

CONNECT

Facebook
LinkedIn
Instagram

Privacy Policy | Terms of Use | Form CRS | Disclosures

Investment advisory products and services made available through AE Wealth
Management, LLC (AEWM), a Registered Investment Advisor. Insurance products are
offered through the insurance business Rowlette and Associates, LLC DBA South
Shore Retirement Services (RA/SSRS). RA/SSRS is also an Investment Advisory
practice that offers products and services through AE Wealth Management, LLC
(AEWM), a Registered Investment Advisor. AEWM does not offer insurance products.
The insurance products offered by RA/SSRS are not subject to Investment Advisor
requirements. AEWM and RA/SSRS are not affiliated companies. 2230579-3/24






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Any media logos and/or trademarks used on this website are the property of their
respective owners and no endorsement by those owners of the advisor or firm is
stated or implied.

South Shore Retirement Services has a strategic partnership with tax
professionals and attorneys who can provide tax and/or legal advice.

Estate planning and legal services are offered through William Caldwell, P.C.,
Attorney at Law.

Tax services are offered by Karen Mullaney, CPA.

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.

Any references to [protection benefits, safety, security,  or steady and
reliable income, etc] streams on this website refer only to fixed insurance
products. They do not refer, in any way, to securities or investment advisory
products. Annuity guarantees are backed by the financial strength and
claims-paying ability of the issuing insurance company. Annuities are insurance
products that may be subject to fees, surrender charges and holding periods
which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from
this website are provided by third parties and have been obtained from sources
believed to be reliable, but accuracy and completeness cannot be guaranteed.
They are given for informational purposes only and are not a solicitation to buy
or sell any of the products mentioned. The information is not intended to be
used as the sole basis for financial decisions, nor should it be construed as
advice designed to meet the particular needs of an individual's situation.
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