at 225 Water St, Ofc , Bldg C, Ste C210, Plymouth, 02360 United States
For over a decade, SHP Financial has helped individuals and families plan for financial independence in retirement.
For over a decade, SHP Financial has helped individuals and families plan for financial independence in retirement. As Fiduciary Advisors we’re legally bound to work with the highest integrity and transparency, and to always put your needs above all else. SHP Financial is an independent financial advisory firm with the mission to help today’s retirees have quality of life and financial stability throughout their retirement years. As an independent advisory firm, we recommend the best strategies to help you realize your retirement objectives without forcing your investments into a cookie cutter portfolio. We don’t work for a brokerage firm or a bank, so we are able to recommend what we truly feel will help you live financially secure in any economy. Unlike many financial planners, we see retirement planning not as a one time event, but as a “journey” we’ll take with you for the rest of your life. We believe it’s critical to personally get to know each Client – from their financial situation, to their health and lifestyle, to their dreams and goals for retirement. With that vital information, we begin the 5-Step SHP Retirement Road Map process. SHP Financial Simple 5-Step Retirement Road Map Process - The SHP Retirement Road Map - is a customized written plan designed to help get you To and Through Retirement by focusing on 5 key areas of your financial life including: Income Planning Investment Planning Tax Planning Health Care Planning Legacy Planning Once we develop your plan, we will not stop there. Now, begins the journey. We will be there to help you implement and manage your plan every step of the way for the rest of your life. Matthew Peck and Derek Gregoire of SHP Financial are licensed to offer Investment Advisory Services through Global Financial Private Capital, LLC an SEC Registered Investment Advisor. Keith Ellis of SHP Financial is licensed to offer Investment Advisory Services through Eqis Capital Management, Inc., an SEC Registered Investment Advisor. Offices in Woburn, Westborough and Hyannis are offices of convenience and only used for client meetings.
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