Southshore Financial Planning

Southshore Financial Planning is a financial planner in Tampa, FL. They offer personalized financial planning services for Florida retirees, specializing in tax strategies, income planning, and Social Security optimization. With over two decades of experience, they serve clients across the state with transparent flat-fee pricing and no commissions. Their approach has garnered them a 5.00 rating from satisfied clients.

Southshore Financial Planning was founded to provide customized fiduciary financial planning to individuals in Florida, helping them navigate their retirement with confidence. The firm’s founder, Chris Shoup, CFP®, brings extensive experience in the financial services industry and dedicates his career to serving individuals and families. Carrie Campbell Green, CPA, MBA, serves as the Director of Tax Planning, adding depth to Southshore's offerings. They take a personalized approach to retirement planning by focusing on spending capacity, tax analysis, stress testing, and Social Security optimization.

Southshore Financial Planning has a well-optimized website that search engines read cleanly, making it easy for potential clients to find them online. Their thorough business information is available across various platforms, ensuring transparency and accessibility.

Chris Shoup's expertise in financial planning and his dedication to personalized service make Southshore Financial Planning a standout choice for retirees in Tampa looking to secure their financial future with confidence and clarity.

Services:

• Estate Planning
• Financial Planning
• Investment Management
• Tax Planning & Prep