Chris Shoup (CFP®)
Chris Shoup focuses in the
following client markets or areas of practice:
- Baby Boomers
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- Baby Boomers
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- 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 fee pricing
NAPFA Start Date
December 21, 2020