Chris Shoup (CFP®)

Chris Shoup focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • College/Education Planning
  • Estate & Generational Planning Issues
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Tax Planning

Planning Specialties

SouthShore Financial Planning provides customized fiduciary guidance in the areas of: - Investing - Retirement Planning - Tax Planning - Estate Planning - Risk Management - Liability Planning - Gifting Strategies - Education Planning

Additional Information

How Are We Different ? 1. Proactive approach to tax planning 2. Flexible Income Strategies (without annuities) 3. Coordinated planning approach leveraging third party professionals in the areas of law, tax, and insurance 4. No account size minimums or requirements for us to manage your investments 5. Flat, Hourly, or Assets Under Management Pricing Options

NAPFA Start Date

December 21, 2020

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This Office

409 Apollo Beach Blvd Suite 5 Apollo Beach, FL 33572-2281 Phone: (813) 955-0003