SHP Financial

At SHP Financial, we believe that everyone deserves to spend more time living and dreaming, rather than worrying and wondering, during retirement. Our team of financial services professionals is dedicated to helping individuals create a well-thought-out strategy for their financial needs and concerns, leaving no stone unturned.

Our Mission

We are committed to providing personalized financial planning and wealth management services to individuals who are in or nearing retirement age. From our main office in Plymouth, Massachusetts, our fully staffed offices in Hyannis and Woburn, and our satellite offices in Braintree, Westborough, and Dartmouth, our goal is to help you manage your finances, so you can pursue your goals.

Our Philosophy

We believe that financial freedom is not just about having a certain amount of money, but also about being able to preserve the aspects of life that make it special. Our custom Retirement Road Map process helps get you to where you want to be in retirement, providing a sheltered harbor for your financial freedom.

Our Services

We offer a wide range of financial planning and wealth management services, including income planning, investment planning, tax planning, health care planning, and legacy planning. Our expertise is tailored to help individuals like you achieve their financial goals and create a secure and sustainable financial future.

The Retirement Road Map Process

Our Retirement Road Map process is a unique, five-step approach to achieve your retirement goals. The process includes income planning, investment planning, tax planning, health care planning, and legacy planning. Our experts will guide you through each step to ensure that you have a comprehensive plan in place.

Meet Your Team

Our team of financial services professionals is dedicated to providing exceptional service and expertise to our clients. Our team includes certified financial planners, investment advisors, and other experts who are committed to helping you achieve your financial goals.

Stay Connected

Stay up-to-date on the latest financial news, trends, and insights by following us on social media or subscribing to our quarterly newsletter. We also invite you to join us at one of our upcoming workshops or webinars to learn more about our services and how they can help you achieve your financial goals.