North Shore Capital Planning

08/04/2023

Looking to add some depth to your brand. Get with Christopher Sonnier at DC American and let his team take your signage to the next level.

10/11/2022

Position Summary

The Administrative Assistant is responsible for administrative & office support to our team. Under the supervisions of the manager the position will be to initiate and facilitate the sales cycle, client relationships & CRM system in support of the office. Will ensure that all enrollment & new business processes flow efficiently as well as maintain communication with management and clients to make sure all actions are handled promptly and professionally.

Qualifications

-Administrative Assistant experience.
-Strong customer service skills and a proven track record of handling sensitive client information.
-Must have proven oral & written communication, as well as presentation skills through work.
-Must have strong knowledge and work experience using Excel, Word & Outlook.
-High school diploma required or equivalency required (GED).

Preferred Qualifications

-2 years experience working in financial services

Knowledge, Skills and Abilities

-Time management and organization skills
-Computer proficiency
-Strong sense of urgency
-Strong interpersonal skills; diplomatic and tactful

Job Type: Part-time to start with potential to move full-time

07/10/2021

As we strive to provide exceptional service, we look to our community to provide feedback on how we are doing. Let us know what you like and if you feel there are things we can improve upon, please let us know.

Our mission is to help people live happy, successful, secure lives through the process of personal financial engineering and retirement income planning.

06/09/2021

Whether you regret not saving for retirement sooner or you wish you had more to set aside each year, it’s all too easy to get stressed when saving for retirement.

The good news is, it doesn’t have to be this way.

In fact, a few small shifts in behavior can go a long way to calm nerves and take you from a stressed mess to feeling empowered about your financial future. Keep reading for 5 ways to reduce stress when saving for retirement.

Saving for retirement is often stressful for investors. But it doesn’t have to be. Check out these 5 simple ways to reduce stress when saving for retirement.

05/25/2020

Happy Memorial Day!

03/29/2020

As we all continue to be stressed and overwhelmed with the current situation, these amazing individuals are leaving their families everyday and walking right into the line of fire to fight for all of us to be able to get back to some level of normalcy as quickly as possible. Providing lunch is the least we can do to say THANK YOU for your selflessness in these uncertain times.

09/17/2019

https://l.facebook.com/l.php?u=http%3A%2F%2Fow.ly%2FYDW0307Uh8p%3Ffbclid%3DIwAR2Wq0aCf4yTj68BwY5QpnVz_iIWFX816Whw4XeGn-PcWfC_i1j7WouAADs&h=AT2oCg1AGXnNfUeGNPaEt5_C5BZ_9fegPm9Ma7V4N1mpdCwI5d2tAeLdZf-gnFgrtgmOmFf9kkzjqR64gMyw8a-xSLtg0DlRjrq8NO_S4mLqS77Mftb8pkAb_9OgMsWeYQDZ1qJQUp0U8dYsYfvenVdxrVhMAT2EsPDNrpsz9S6FiN4AyQWN-qqVi5KyIYSGI4kFNXMtE_ewoWyw28pEfJ2MvElzOBB8QEEVtnqAH0BT4841-_XSctOCQ7m-v_zwkFvZ6kVXgVGEPPCdaZTDfzbMjRHSkiZoOOw4FeFjDKm8M1TJJ3pJtibF3FXeim8YiYj7VH88WhY9FzmwndoH2fODvXv7YbbxSXsypR6p-mVGdI-4F4M1yP4pssFSUyFslnbkEW1AFTM3O0EDpRCccy6W06ON0bFjVOm1LUjDgZSp476byFgGumYeVPL0M6KEIlWrkVnAHpKpAIYlagvgnyo98fQGeWPjv0ll2pRj8KSxhpHcATaFeuC3HjvkDzqdIElOk07-7PO8Gfu8jDs1CzKkFcz7dyoG25mAC8s0tlmm7oRAd1DgibaL2fPfa-BON5Z2YfitxkgAKe3hB1b8F1FbKA3eyIDUsFjYUfA77PyhbTAWfG68NMqSeQW2PNQndmQ76bbTIhM

Only a fraction of America’s entrepreneurs are prepared for retirement. Here’s how small-business owners can ramp up their savings

09/10/2019

https://youtu.be/dZ26tm0ovb4

"How to Plan for Retirement". A simple guide to help you retire with peace of mind. PST: Hello, its me, Professor KnowItAll... and yes, I'll be giving you th...

09/03/2019

Does the cost of living cause you stress? Check out some of these helpful tips to save on your monthly bills.

All it takes is one day to start making an impact on your finances. Learn ways to save money on your monthly household bills. Content brought to you by our partner, Better Money Habits®.

09/02/2019

Happy Labor Day to all of our friends and clients!

08/26/2019

https://www.cnbc.com/2019/07/12/americans-dont-know-how-much-they-need-to-retire.html

More than half of American adults don't know how much money they'll need to retire, according to data from Northwestern Mutual's 2019 Planning & Progress Study.