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Client Testimonials 

Discover what our clients have to say about working with Southshore Financial Planning

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.

Shortly after my wife and I moved to SC 14 years ago, our financial advisor of many years passed away. We carefully chose financial advisors with whom we worked for several years before choosing a replacement who turned out to be not well suited to our needs. We have been working with Chris ever since. Our relationship with Chris is entirely professional -- we had never met before we began to work together. I find his advice professional, accurate, and sensible. While I do not always agree with his recommendations, I usually do and follow them, to the benefit of our estate. As a retired practicing attorney, I appreciate the way Chris analyses a given situation before making a recommendation. I wholeheartedly recommend him.

- Robert and Dorothy P.

As a woman, I was tired of being talked down to. Chris listens, advises, and still tells both sides but lets me decide. He knows my goals and is helping me reach them.

- Michelle W.

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. 

These testimonials were provided by current Southshore Financial Planning clients and may not be representative of the experiences of other clients. The clients were not compensated, nor are there material conflicts of interest that would affect the given testimonials. You can view a complete list of all Southshore Financial Planning reviews on our profile Wealthtender profile page

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