Ship Shape Financial Blog
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If you want to get a head start on your planning, try out the life insurance estimator tool below. ⬇
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
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...
Life Happens
If you want to get a head start on your planning, try out the life insurance estimator tool below. ⬇
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
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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