Southshore Financial Planning

Southshore Financial Planning is a financial planner in Tampa, FL. The firm serves current and future retirees across Florida and families nationwide through virtual services with personalized financial strategies and investment management. It operates as a fee-only advisory firm and fiduciary, providing unbiased advice without commissions or insurance sales. The business holds a 5.00 rating based on customer reviews.

Founded to provide customized fiduciary financial planning, the firm maps out retirement must-haves alongside long-term goals. The team includes Chris, a CFP Practitioner with two finance degrees from the University of North Florida and a twenty-year career in financial services, including managing a large client practice. Carrie, the Founder and CEO of Running Valley Financial, brings over twenty years as a CPA and an MBA from the University of South Florida. She specializes in tax preparation, tax planning, and financial coaching.

The firm utilizes a flat-fee pricing structure for retirement planning and wealth management rather than a percentage of assets model. Services include tax analysis, Social Security optimization, spending capacity planning, and stress testing plans against historical market data. The firm models healthcare and long-term care expenses and provides assistance with Medicare enrollment and supplemental policy selection. It also offers professional tax preparation and filing for a separate fee, and reviews estate documents such as wills, trusts, and power of attorney documents.

The business maintains a positive rating from the customers who have reviewed it, reflecting the trust placed in its fiduciary, fee-only approach.

Southshore Financial Planning combines fiduciary expertise with transparent pricing to help Tampa retirees secure their financial future with confidence.

Located at Centro Ybor in Tampa, the firm sits within a block of the Improv theater and El Centro Español de Tampa. It is also near the Centro Ybor Museum and the Ybor City neighborhood.

BizScoreAI gives Southshore Financial Planning a Technical score of 85 out of 100, which means the website is technically sound and secure so search engines can read it without errors. The firm also receives a Content Quality score of 75 out of 100.

Services:

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