As Seen On
Retirement Planning & Investment Management
For Individuals in Tampa Bay and Nationwide for a Flat Fee
At Southshore Financial Planning, we deliver tailored solutions to help you live your best life through dedicated financial planning and investment management strategies that are personalized to your needs, goals and lifestyle.
So, How Are We Different?
Flexible Retirement
Withdrawal Strategies
Proactive Tax Planning & Prep
Evidence-Based Investing
Flat, Fee-Only Pricing
While Our Capabilities Are Extensive, It’s Important to Note What We Don’t Do as a Firm
Sell Annuities, Life Insurance or Any Insurance Products
We have the experience and expertise to provide guidance to you on evaluating options of new or current policies if there is an insurance need.
Act as a Brokerage Company or Bank
We do not derive revenue from uninvested cash sitting in your accounts. We provide our clients with guidance on current market interest rates so they can maximize interest in savings and minimize interest they pay on loans.
Require Our Clients to Have Us Manage Their Investments
We offer the flexibility to work with us in a planning-only relationship.
Require Our Clients to Replace Any of Their Outside Professionals
We have outside alliances with third parties in the areas of tax, law and insurance but are happy to work directly with your existing network.
Have Minimum Account or Household Asset Sizes to Work With Us
We believe everyone is entitled to sound financial advice provided by a dedicated CFP® practitioner that can meet in-person regardless of their net worth.
What We Value:
Fiduciary | Transparency | Simplicity
Fiduciary
As a firm, we always act in the best interest of our clients. This means providing unbiased recommendations that are designed to enhance their financial well being and understanding.
Transparency
With a flat, fee-only pricing structure, we are adamant about providing transparency from the start of our relationship. The advice we give to our clients is truly valuable and we want our costs to reflect that.
Simplicity
Our goal is to take complex financial topics and articulate them in an easy to understand manner so that you can feel empowered to make beneficial decisions. Through clarity and education, we all win in the long run.