North Shore Capital Planning

General information

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, investing, 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