Not having a retirement plan in place could be a costly mistake. Request a complimentary, no obligation meeting today to discuss your financial future and how a customized Retirement Road Map plan could help set you on a path to achieving the retirement you always dreamed of.
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Discover many of the opportunities available to help you plan for your financial future.

Financial Planning Services

At SHP Financial, we offer a wide range of Financial Planning and Wealth Management Services focused on individuals who are in or nearing retirement age. We pride ourselves on developing thorough, written retirement plans and “micro managing” every aspect of your retirement, so that you can rest easy, knowing that your assets are protected and you will have enough money to last the rest of your life.

All of the Financial Services we offer fall under one of the 5 Key Areas of our Retirement Road Map process. For a detailed explanation of each service, please click on the links below:SHP Financial Retirement Road Map

  1. Income Planning
    • Income & Expense Analysis
    • Maximizing Social Security Benefits
    • Inflation Planning
  2. Investment Planning
  3. Tax Planning
  4. Health Care Planning
  5. 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.

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.

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Complimentary Guide
"10 Things to Know About
Retirement Income”

Discover 10 things you should consider in creating your retirement strategy.

How Did you Hear About Us?

Because your future and your retirement depends on independent unbiased financial planning
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.

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

The Social Security Decisions Guide is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

By contacting us, you may be offered information regarding the purchase of insurance and investment products.