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
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.