top of page

Case Studies

Over the years we, at Shipman Financial Planning, have been faced with an array of differing financial planning scenarios which have shown that we are a diverse and well-rounded firm that do not shy away from a client’s financial situation. No matter how big or small the client may feel their situation is, we strive to construct a solution that fits their needs and objectives.


Below are a number of different cases that we have dealt with in the past. These are just a sample of what we have been involved with over the years. If you would like to discuss anything with one of our qualified advisers, please do not hesitate to contact us.  

bottom of page