Southshore Financial Planning

Southshore Financial Planning is a flat-fee financial planning firm located in Tampa, Florida. We work with Florida retirees or those within 10 years of retirement by creating a Retirement Plan that covers: ? Goal Planning ? Retirement Income Planning ? Proactive Tax Planning ? Health Care Expense Planning ? Investment Planning ? Risk Management ? Estate Planning We work with clients in one of two ways. A one-time Retirement Plan or an ongoing Wealth Management service. For a one-time Retirement Plan, we charge a flat fee of $4,000-$6,000. For ongoing Wealth Management, we charge a flat $12,000 annually. Wealth Management relationship covers these Retirement Plan areas, plus: ? Financial Planning ? Investment Management ?Tax Preparation and Filing ? 3 Meetings per Year: Winter (Investment & Cash Flow), Spring (Tax & Risk Management), and Fall (End of Year Items & Estate Planning) Meetings

Visit Website

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Contact Southshore Financial Planning

Advisors at this Office