Jeremy Shipp uses first-hand experiences combined with the ability to equate various financial aspects in providing well-rounded advice. His ability to connect with individuals one-on-one, as well as larger groups in his travels as a national public speaker, provide an excellent platform to educate on ways of growing and preserving wealth while gaining financial literacy. Shipp’s straightforward and direct approach is an unconventional but appreciated characteristic for his industry. He is dedicated to humanitarian efforts, evidenced by his support to countless families in applying for, and ultimately receiving, the Aid & Attendance Veteran’s Benefit.
Shipp’s customized financial strategies which incorporate asset allocation, financial management, retirement planning, and wealth succession, are the basis for his repeated appearances on CBS. He has also been featured in Forbes, Wall Street Journal, US News & World Report, The Street, and Yahoo! Finance, for his knowledgeable and proven concepts.
He enjoys sharing his wealth of knowledge with others, and has found a knack in providing e-learning to people across the country through educational shorts on several social media outlets.
Shipp holds the Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), and Retirement Income Certified Professional (RICP®), and Wealth Management Certified Professional (WMCP®) designations. He is a master mentor and sits on the advisory council for MoneyTrax, a wealth planning organization that has been nationally recognized for its unique financial planning approach and advanced training.
To contact Jeremy Shipp's office in Glen Allen, VA you can call (804) 372-7337.
I'm thrilled to share my newest lesson, Financial Planning for Retirement.
Financial planner Jeremy Shipp discusses the real numbers that retirees will face in the coming years, and all the factors that go into figuring those numbers.
Let me know what you think of the lesson. And remember, I'm here if you have any questions!
Thanks,
Jeremy Shipp
In this course from financial planner Jeremy Shipp, gain useful, candid advice regarding planning ahead for your retirement, addressing issues like income, insurance, inheritance taxes, and more.
In this course from financial planner Jeremy Shipp, gain useful, candid advice regarding planning ahead for your retirement, addressing issues like income, insurance, inheritance taxes, and more.
Before hiring a financial advisor, it’s important to explore their payment methods. In this lesson, learn how the process works and explore why it’s important.
Before hiring a financial advisor, it’s important to explore their payment methods. In this lesson, learn how the process works and explore why it’s important.
In this lesson, learn how to select the best life insurance policy for you and your family. Covered are the benefits of a plan and realistic financial advice.
In this lesson, learn how to select the best life insurance policy for you and your family. Covered are the benefits of a plan and realistic financial advice.
In this lesson, learn the basics of crowdfunding, including how to leverage your audience and how to choose the best online platform for your campaign.
In this lesson, learn the basics of crowdfunding, including how to leverage your audience and how to choose the best online platform for your campaign.
In this lesson, get some expert tips for creating the perfect pitch and finding a signature image to pave the way to online crowdfunding success!
In this lesson, get some expert tips for creating the perfect pitch and finding a signature image to pave the way to online crowdfunding success!
Not sure how to begin crowdfunding? In this lesson, get expert tips on setting fundraising goals and contribution levels, and how long to run your campaign.
Not sure how to begin crowdfunding? In this lesson, get expert tips on setting fundraising goals and contribution levels, and how long to run your campaign.
Whether on Kickstarter or Indiegogo, your video will be key to crowdfunding success. In this lesson, learn about creating an effective crowdfunding video.
Whether on Kickstarter or Indiegogo, your video will be key to crowdfunding success. In this lesson, learn about creating an effective crowdfunding video.
In this lesson, learn about location scouting and what kind of recording and lighting equipment you'll need to make a successful crowdfunding video.
In this lesson, learn about location scouting and what kind of recording and lighting equipment you'll need to make a successful crowdfunding video.
In this lesson, learn how to find influencers, approach journalists, and leverage social media to effectively promote your crowdfunding campaign.
In this lesson, learn how to find influencers, approach journalists, and leverage social media to effectively promote your crowdfunding campaign.
Wondering how to generate publicity for your crowdfunding campaign? In this lesson, learn how to make contact with journalists and other key influencers.
Wondering how to generate publicity for your crowdfunding campaign? In this lesson, learn how to make contact with journalists and other key influencers.
In this lesson, learn how to keep your crowdfunding campaign alive with strategic perks and incentives, and by enlisting your most active online friends.
In this lesson, learn how to keep your crowdfunding campaign alive with strategic perks and incentives, and by enlisting your most active online friends.
Learn how to wrap up your crowdfunding campaign like a pro by giving thanks, fulfilling incentives, and using social capital to reach your long-term mission.
Learn how to wrap up your crowdfunding campaign like a pro by giving thanks, fulfilling incentives, and using social capital to reach your long-term mission.
In this lesson, continue learning about how to prep your smartphone for video production, how to set up shots, and get an overview of video editing platforms.
In this lesson, continue learning about how to prep your smartphone for video production, how to set up shots, and get an overview of video editing platforms.