
RetireesPre-RetireesTax Preparation & FilingHigh Net WorthTax Planning
Chris Shoup, CFP®
Southshore Financial Planning
Price Range: One-Time Retirement Plan $4,000-$6,000 or Ongoing Wealth Management $12,000
Hi, I’m Chris Shoup – Principal and Financial Planner at Southshore Financial Planning. I enjoy partnering with individuals and families to guide them through the complexities of retirement so they can live life to the fullest.
Professionally, I am a CFP® Practitioner and have two finance-related degrees. My entire 20+ year career has been dedicated to serving individuals and families in the financial services industry.
Before founding Southshore Financial Planning, I spent 11 years at one of the largest financial institutions in the country where I was directly responsible for a $700 million client practice.
On a personal note, my wife Heather and I are parents to three teenage boys. In our free time, we enjoy spending time traveling, hiking, fishing, and watching the Tampa Bay Lightning.
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.
