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
- 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