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Insurance based wealth management means you have more guarantees, less risk, and better tax treatment than traditional options. While it is not appropriate to put all of your money into any one category of retirement vehicle, you know that the money you place with Shorebreak Insurance will never be lost in a down market.
  • Personal Pension
  • Tax Free Income
  • Guaranteed Income
  • Life Insurance
  • Long Term Care
  • Disability Insurance
  • Annuities
  • 401k Rollovers

We specialize in addressing the 3 greatest risks to retirement:

  • Market Volatility: Wild market swings may be tolerable if your time horizon is 30 years. What happens when you only have 10 years or less? Can your retirement dream happen if the market drops 40%?
  • Longevity: People are living longer. You may live past age 90. How long will your money last?
  • Taxes: Like elevators, taxes go up and they go down. We have been in a “low” tax environmentsince 1990. In that time the US debt has ballooned. Things will have to change.
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