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SHP Financial is an independent financial advisory firm that specializes in the needs of retirees. At SHP Financial, it is our 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.
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:
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.
Take the 1st step towards having the retirement you’ve always dreamed of! We invite you to come in for a complimentary consultation to discuss putting together your Retirement Road Map to get you To and Through retirement.
To request a Complimentary Consultation complete the form below.
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.Learn More About Our Team
With the clients’ best interest as our beacon, we strive to build the foundation for their personal and financial goals; yet, this is only possible with a perfect alignment of company and client. Their gain is our gain. Their loss is our loss. Whether it is the independent and innovative financial strategies or the customer service that is above and beyond industry expectations, when we see the world through our clients’ eyes and our separate goals become one, then we have the opportunity to truly change lives for the better.