North Shore Capital Planning

North Shore Capital Planning Our goal is to help you understand the opportunities and potential rewards that are available when yo

Our goal is to help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. You also need to know the many pitfalls and potential roadblocks to successful financial planning and to your happy, worry-free retirement. We want you to gain a better understanding of the financial concepts behind insurance, invest

ing, retirement, estate planning, and wealth preservation. And we hope you’ll soon realize the value of working with our skilled professionals at North Shore Capital Planning to pursue your financial goals. We’re here to help educate you about the basic concepts of financial management, to help you learn more about who we are and how we can help you, and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Feel free to give us a call anytime at (985) 215-1899 if you have any questions about our firm or the range of financial products and services we provide. North Shore Capital Planning has a relationship with a variety of financial services companies. So if we don’t have a product or service ourselves, we know a group that can provide it for you. Let us help you navigate through the treacherous financial planning jungle, or to plan your stress-free retirement, based on YOUR needs! Kindest regards,

Nick Randazzo
President, North Shore Capital Planning

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

As we strive to provide exceptional service, we look to our community to provide feedback on how we are doing.  Let us k...
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.

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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.

Happy Memorial Day!
05/25/2020

Happy Memorial Day!

As we all continue to be stressed and overwhelmed with the current situation, these amazing individuals are leaving thei...
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.

https://youtu.be/dZ26tm0ovb4
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...

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

Happy Labor Day to all of our friends and clients!
09/02/2019

Happy Labor Day to all of our friends and clients!

Address

820 Oak Harbor Boulevard
Slidell, LA
70458

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

(985) 215-1899

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