Chris Shoup, CFP®

Hi, I’m Chris Shoup. I'm the owner of Southshore Financial Planning, a flat-fee financial planner located in Tampa, Florida. I specialize in financial planning for retirees and those within 10 years of retirement. My entire 22-year career has been dedicated to serving individuals and families as a financial advisor.

I invite you to read over 20 reviews and testimonials to see the experiences others have had while partnering with me—whether they were navigating the transition into retirement or seeking to optimize their wealth while already living it.

We help people who are close to or already retired put together 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