Shore Tompkins tailors your retirement plan to meet your unique goals and objectives. We partner with your investment advisor and leading investment companies to bring you a best-of-class retirement solution.
Our mission is to delight you with our high-touch professional service.  A credentialed consultant will assist you, proactively offering timely advice. Your retirement plan objectives will guide our planning and advice.
Cash Balance Retirement Plans? Definitely!

Cash Balance Retirement Plans? Definitely!

You may have heard of “Cash Balance” pension plans. Yes, you must! Investment advisors should broaden their offerings to include cash balance plans, as they have rapidly become one of the most popular retirement plan design options in recent years.

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