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Ship Shape Financial Blog

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Why do we do what we do?

What is Ship Shape Financial? We are two guys, Bob Frank and Walt Reynolds, with over 50 years of experience in financial services, who decided to work together more than 5 years ago after each of us worked many years under the umbrella of large financial...

read more

Estate Planning

What key estate planning tools should I know about? By taking steps in advance, you have a greater say in how these questions are answered. And isn’t that how it should be? Wills and trusts are two of the most popular estate planning tools. Both allow you...

read more
Why do we do what we do?

Why do we do what we do?

What is Ship Shape Financial? We are two guys, Bob Frank and Walt Reynolds, with over 50 years of experience in financial services, who decided to work together more than 5 years ago after each of us worked many years under the umbrella of large financial...

Estate Planning

Estate Planning

What key estate planning tools should I know about? By taking steps in advance, you have a greater say in how these questions are answered. And isn’t that how it should be? Wills and trusts are two of the most popular estate planning tools. Both allow you...

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