Products & Services

John and Myra Shipman provide assistance in the following areas:

Areas of Specialization. Through many decades of combined and unique experiences, John and Myra offer a number of services to their clients. At no cost or obligation to you, please contact us to set up a meeting to let us show you how we may be of assistance to you in any of the following areas, including:

  • Pre-Retirement Portfolio Management
  • Post-Retirement Income Distribution
  • Fixed and Variable Annuities
  • Life Insurance
  • 401(k) and Retirement Plans
  • Long-term Healthcare/Nursing Care
  • Medicare Supplement Insurance
  • Retirement Planning
  • Mutual Funds
  • Estate Planning (1)
  • College Savings Plans (529 plans)
  • Asset Protection Strategies (2)
  • Tax Reduction Strategies (3)

(1)(2) Utilizing either your personal legal professional or one whom we know, John and Myra can assist clients to develop personalized estate plans or asset protection strategies;

(3) John and Myra have several relationships with local tax professionals. Either through your own tax advisor or utilizing one of the relationships we have, John and Myra can work with you to help reduce current and future taxes

If you would like to know more about our Products & Services, please contact us at:

John & Myra Shipman
2026 Fifth Avenue North,
St. Petersburg, FL33713
Phone: 727.823-3232
Fax: 727-823-3235