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Bayshore Retirement Solutions works with a select group of individual clients and small businesses providing guidance with all aspects of retirement. Our Financial team consists of Global Private Wealth Management, one of Fidelity’s largest institutional investment partners as well as the nation’s largest group of independent fixed income annuity and insurance providers.  Balancing safe growth, transparent fees, clear communication, unbiased independent advice and value added services makes Bayshore Retirement Solutions very unique in the Financial Services and Retirement Planning Industry.

We also assist our clients with Medicare solutions working with companies such as Humana, Cigna, Aetna and more. Our experts in long term care and life insurance focus on benefits for individuals and businesses that can provide options for protection and potential tax advantages. We work closely with our own tax and estate attorneys but are pleased to take a comprehensive approach with your own professionals as well.