Client Testimonials 

My husband and I have been with Chris for almost 2 years and have nothing but accolades for him. We are in our early 60's and didn't know how we stood financially for future retirement (never used a financial planner). After interviewing several financial planners, Chris came out on top! He is trustworthy, knowledgeable, and provided valuable information and guidance. Chris is very personable, easy to reach, and answers all our questions and concerns. He provides a comprehensive, holistic approach to financial planning. Definitely grateful that we chose Chris.

- Susan

Chris has been working with my husband & I for just over 2 years now, as we consulted him before I retired. He was very professional in helping us with investments & figuring out a spending plan. We depend on his knowledge and plan to keep working with him for years to come.

- Holly K.

Although my wife and I have strong investment backgrounds (having held Registered Principals Licenses before retirement). We live by the old adage of "a lawyer who represents her/his self has a fool for a client". We have worked with Chris for nearly 12 months and we have been very pleased with his professionalism, expertise and his willingness to customize an investment strategy that meets our specific wishes and needs. 

- Greg E.

We were the 6th clients of Chris Shoup at Southshore Financial. I are so happy that we took the leap into financial freedom in retirement and beyond. Chris is always open to questions at anytime. If I have an immediate question, I can email or text him and he makes the time to talk to me and my husband. His pricing is reasonable, especially for all the personalized attention that we receive. I have gave several referrals for Chris because I truly believe that anyone would be 100% satisfied with his services.

- Penny K.

We searched extensively and then directly contacted several fee only, fiduciary CFPs before agreeing to start working with Chris. It has been about six months and we could not be happier. His knowledge, attention to detail, professionalism, methodical approach and desire to provide a great service have exceeded our expectations. We are looking forward to a relationship of many years.

- Craig & Beth

We have known Chris Shoup for quite some time and he has been our financial planner for almost two years. My one need from Chris is that his value as a fiduciary outweigh our investment in him. If this is the only ante he wins in spades. Specifically, his attention to detail on Insurance, tax related resources, 401K, retirement goals and end of life planning make him a trusted partner for my wife and I. I searched for flat fee fiduciary and was lucky to acquire the services of Chris and Southshore.

- Drew S.

I have been a client of Chris Shoup at Southshore Financial Planning for about six months. From the outset, it became evident that Chris possesses an exceptional level of financial knowledge and expertise. One of the standout features of working with Chris is his commitment to transparency and fairness in pricing. Unlike many financial planners who charge a percentage of assets under management, Southshore Financial Planning operates on a flat fee structure.

Chris took the time to thoroughly understand my financial goals, risk tolerance, and long-term aspirations. His ability to communicate complex financial concepts in a clear and understandable manner was truly appreciated. He not only guided me through the intricacies of investment strategies but also provided valuable insights into tax planning, insurance recommendations, retirement planning, and overall wealth management. I appreciate Chris's proactive approach to financial planning. He consistently keeps me informed about market trends, potential investment opportunities, and any adjustments needed to align my portfolio with my financial objectives. His dedication to staying abreast of the latest industry developments instills confidence in his ability to make well-informed decisions on my behalf.

SSFP uses state of the art software tools that provide the ability to model various strategies and determine which one makes the most sense based on my unique circumstances. In conclusion, Chris has not only demonstrated a high level of financial acumen but has also established a client-friendly fee structure that prioritizes transparency and fairness. I wholeheartedly recommend Chris Shoup to anyone seeking a knowledgeable and trustworthy financial planner committed to providing personalized and transparent services.

- John H.