Retirees

Retirement is the time to enjoy the rewards of your hard work. Our advisors help retirees manage income, protect assets, and plan for healthcare and legacy needs.

Income distribution strategies
Healthcare and long‑term care planning
Estate and legacy planning
Investment management considerations

Continuing the Conversation: A Family Financial Continuity Guide

Retirees can use this guide to explore considerations related to continuity planning and connect with Shoreline Wealth Management for trusted retirement planning.

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Talk to an Experienced Financial Advisor

We'd love to hear from you! Please fill out the form and we'll get back to you as soon as possible.

First Name * Last Name * Email * Phone Number * We're expanding our partnerships and are eager to assist those with investable assets of $250,000+ or those seeking retirement planning. Office location preference: Anything else you'd like to tell us about yourself? How did you hear about us?

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Our Advisors Specializing in Retirees:

David F. Crossan, CFP®, CLU®, CRC®

Managing Partner, Manchester Office

Phone: 732-902-7881

Email: DavidCrossan@ShorelineWealth.com

Meet with David

John P. Stephens Jr.

Managing Partner, Manahawkin Office

Phone: 609-710-5561

Email: JohnStephens@ShorelineWealth.com

Meet with John