Comprehensive Financial Planning
Investment Portfolio Construction
Investment Policy Formulation
Retirement Planning and Wealth Accumulation
Special needs (e.g., education funding, charitable intentions)
Risk Management Counseling (including life insurance, long term care and home owners insurance).
Estate Planning Guidance
Detailed Portfolio Reporting and Monitoring
New Investment Manager Searches
Investment Manager Monitoring
Donor Advised Fund (DAF) structuring
401(k) and 403(b) Planning Assistance
Unlimited On-going Financial Consulting
Excellence in Financial Advisory and Wealth Managment
North Shore Investment Consulting, LLC
Helping you navigate the waters to attain your financial goals.