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SHP Financial - Financial Planning & Wealth Management Services Skip to content (866) 746-2401 Client Login SHP Portal Login Client Black Diamond Login f l yt ABOUT WHO WE ARE Meet Our All-Stars Charitable Partnerships InternSHP Program Career Opportunites OUR SERVICES WORKSHOPS/WEBINARS In-Person Events Webinars On-Demand Webinars SHP LIBRARY Books & Useful Guides Leaving a Legacy Important Birthdays Over 50 Retirement Roadmap® Educational Courses ENROLL SIGN IN Read Our Blog MEDIA Retirement Roadmap® Radio Show & Podcasts Appearances, Articles and Interviews TV Appearances Published Articles Featured Radio Interviews Industry Accolades Contact Quick Search ABOUT WHO WE ARE Meet Our All-Stars Charitable Partnerships InternSHP Program Career Opportunities OUR SERVICES WORKSHOPS/WEBINARS In-Person Events Webinars On-Demand Webinars SHP LIBRARY Books & Useful Guides Leaving a Legacy Important Birthdays Over 50 Retirement Roadmap® Educational Courses ENROLL SIGN IN Read Our Blog MEDIA Retirement Roadmap® Radio Show & Podcasts Appearances, Articles and Interviews TV Appearances Published Articles Featured Radio Interviews Industry Accolades Contact Client LOGIN Client Roadmap Login Client Envestnet Login Quick Search ABOUT WHO WE ARE Meet Our All-Stars Charitable Partnerships InternSHP Program Career Opportunities OUR SERVICES WORKSHOPS/WEBINARS In-Person Events Webinars On-Demand Webinars SHP LIBRARY Books & Useful Guides Leaving a Legacy Important Birthdays Over 50 Retirement Roadmap® Educational Courses ENROLL SIGN IN Read Our Blog MEDIA Retirement Roadmap® Radio Show & Podcasts Appearances, Articles and Interviews TV Appearances Published Articles Featured Radio Interviews Industry Accolades Contact Client LOGIN Client Roadmap Login Client Envestnet Login Guiding You on Your Map to START YOUR JOURNEY Financial Freedom Secure Your Retirement LEARN MORE for the Future Leave a Legacy For GET STARTED NOW YOUR LOVED ONES SHP Financial Home kirby 2021-05-14T16:36:00+00:00 CLICK FOR A MESSAGE & VIDEO FROM SHP FINANCIAL: A Safer Retirement & Environment – What We’re Implementing to Help Keep You Safe ⇣ It may have been a while since we've seen you in person, but we want to let you know that our offices are now open for in-person appointments. To make this a safe environment for both you and our team members we are adhering to the state guidelines. That means we are limiting the number of people in the office at any one time, sanitizing meeting areas in between appointments, wearing masks as required and observing social distancing of 6 feet. And if you prefer not to meet in person, we are happy to conduct phone or video meetings as well. We’re excited to be back open and look forward to seeing all of you soon! Your Friends, The Entire Team At SHP Financial Watch to learn more about how we’re committed to keeping you safe and healthy in our offices. SAY HELLO TO SHP FINANCIAL At SHP Financial, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy to help you address your financial needs and concerns. We offer a wide range of financial planning and wealth management services focused on individuals who are in or nearing retirement age. From our main office in Plymouth MA, 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. Once we help 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. Take the first step toward having the retirement you’ve always dreamed of! Your Journey Begins Here SAY HELLO TO SHP FINANCIAL At SHP Financial, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy to help you address your financial needs and concerns. We offer a wide range of financial planning and wealth management services focused on individuals who are in or nearing retirement age. From our main office in Plymouth MA, 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. Once we help 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. Take the first step toward having the retirement you’ve always dreamed of! Your Journey Begins Here × SCHEDULE YOUR PHONE OR VIRTUAL MEETING NOW! Net Investable Assets:* (exclude primary residence) 0 - $100K $100K - $250K $250K - $500K $500K - $1M $1M - $3M $3M - $5M $5M + Currently an SHP Financial Client?:* Yes No How Did You Hear About Us?* Billboard WRKO Radio WBZ Radio WXTK Radio Received an Email Online Search (i.e. Google, Yahoo, Bing) Referral from a Friend / Family Member Attended an SHP Financial Workshop Event Booth Facebook Television / News Media Appearance Direct Mail Other × PROVIDING TOOLS FOR YOUR SUCCESS Our passion is to provide everyone with that “sheltered harbor” for their financial freedom because it’s not about the money. It’s about being able to preserve the aspects of life that make it so special. And our custom Retirement Roadmap® process can help get you to where you want to be in retirement! RADIO PODCAST & INTERVIEWS Listen to the latest podcast – or archived audio – of our Retirement Roadmap ® Radio Show airing every weekend on WRKO, WBZ, and WXTK radio. And check out some of our latest interviews with local radio shows. Listen Now! TV APPEARANCES At SHP Financial, we’re honored and humbled to be regularly called upon by members of the media to provide our financial thoughts and opinions on various current news topics and share them with you. Watch Now! UPCOMING WORKSHOPS Focusing on common financial concerns individuals & families face in retirement – like how to prepare for unexpected medical expenses & ways to create income to help support your desired lifestyle. View Calendar! BOOKS Writing original, thoughtful, relevant, and engaging content meant just for you. Download Today! USEFUL GUIDES Providing you with complimentary downloads of some of our top financial insights. Download Now! PUBLISHED ARTICLES Honored and humbled to be regularly called upon by members of the media to provide our thoughts and expertise. Visit Archives! Our Goal Is To Help You Manage Your Finances So You Can Pursue Your Goals. MEET OUR ALL-STARS THE SHP FINANCIAL RETIREMENT ROADMAP ® PROCESS Step 1: Income Planning We’ll plan and help create a strong and predictable income which is the foundation of a comfortable lifestyle. LEARN MORE Step 2: Investment Planning Our investment planning is based on a philosophy of controlling for volatility and eliminating unnecessary fees. LEARN MORE Step 3: Tax Planning We’ll walk you through the numerous tax planning strategies that can minimize your taxes in a legal and ethical manner. LEARN MORE Step 4: Health Care Planning The costs of healthcare are rising and will be part of your life both pre-retirement and post-retirement. We’ll plan for and address these costs. LEARN MORE Step 5: Legacy Planning Since we all will eventually pass, it is critical to have a plan to make sure that your hard-earned assets go to your loved ones and charities in the most efficient manner. LEARN MORE Providing Sheltered Harbor Planning to Plymouth & Boston Area Retirees & Pre-Retirees for Over 15 Years. START YOUR RETIREMENT ROADMAP® JOURNEY TODAY RECEIVE OUR ENEWSLETTER SITE MAP HOME | ABOUT | SERVICES | WORKSHOPS | BOOKS | GUIDES | BLOG | RADIO | TV | ARTICLES | CONTACT | FOLLOW US © SHP Financial Powered & Developed by Lone Beacon CONTA...