Ship Shape Financial LLC
Advocating for our clients to a select group
of Life and Health Insurance Providers.
Helping You Plan For Tomorrow… Today!
Having worked in financial services for over 50 years, the team at Ship Shape Financial LLC serves their clients first, We strongly advocate for you and your loved ones or employees. Also we and represent our clients to a variety of life and health insurance companies. For that reason, allow us to help you plan your financial voyage and guide your financial journey out on the ocean of life.
Likewise, allow us to help you build a strong financial boat to be able withstand life’s challenges, whether charting on stormy seas or sailing under the sun.
Securities and investment advisory services offered through Foresters Equity Services, Inc., a registered investment adviser. Member FINRA SIPC., 112G Centre Blvd., Marlton, NJ 08053 (866) 400-8884. Ship Shape Financial LLC and Foresters Equity Services, Inc. are not affiliated companies. 14 Maine St., Suite 213A, Brunswick, ME 04011 is not a branch office or an affiliated location of Foresters Equity Services Inc.
A Business of Caring
Welcome to our Web site. We are Bob Frank and Walt Reynolds, co-owners of Ship Shape Financial LLC. Hopefully your visit will help you to understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. This Web site was designed to help you get to know us better and to gain a better understanding of the financial concepts behind protection, retirement, and estate planning, as well as wealth preservation.
Therefore we hope you will see the value of working with skilled financial professionals as you pursue your financial goals and navigate your journey. Take advantage of the resources on our site and visit us often. For that reason, please be sure to add our website to your list of “favorites” in your Internet browser. We frequently update our resource information, and we wouldn’t want you to miss any developments in the area of personal finance.