The All Hands Analysis®: Why a Real Retirement Plan Takes a Team

Most financial advice stops at picking investments. Mark Rowlette and Damon La Tanzi of South Shore Retirement Services make the case that a real retirement plan takes a team and a process, and they walk through the firm's five-part All Hands Analysis®: income planning, wealth management, tax strategy, healthcare and long-term care, and legacy and estate planning.  The name comes from the old nautical call, all hands on deck, everyone with a job that serves the whole plan. Mark and Damon explain why those five areas can't be handled in isolation, since your tax strategy is tied to your income, and your legacy planning is tied to how you approach long-term care. They talk through the advice gap they see all the time, where your CPA can prepare a return but nobody is actually doing the planning, and why the industry tends to stop after income and investments.  They also pull back the curtain on what a team really means. When you work with South Shore, you're not leaning on one person. A whole office stands behind the plan to make sure nothing falls through the cracks, from a small income adjustment to helping a family navigate a change in care.  If you'd like to see what the All Hands Analysis® looks like for your situation, visit southshoreretirementservices.com or call the office at 781-725-5557.