Discover Your Map to Financial Freedom


The SHP Retirement Road Map® will point you down the path to a secure retirement.


 

The SHP Financial Process

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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 “micromanaging” 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 five key areas of our SHP Retirement Road Map® process.

Income Planning

Social Security Maximization
Income & Expense Analysis
Inflation Plan
Spousal Plan
Longevity Protection

Investment Planning

Assessing your Risk Tolerance
Adjusting your portfolio to reduce fees
Volatility Control
Evaluateways to reduce risk while still accomplishing your goals
Comprehensive Institutional Money Management

Tax Planning

Assessing the taxable nature of your current holdings
Stretch I.R.A. Planning
Strategizing ways to include tax-deferred or tax-free money in your plan
Strategize which tax category to draw income from first to reduce tax burden
Leverage your qualified money to potentially leave tax-free dollars to your beneficiaries

Health Care Planning

Looking at all aspects of Medicare, Parts A, B and D
Analyzing options for a Long-Term Care Plan

Legacy Planning

Maximize your estate and income tax planning opportunities
Protect any assets in trust and ensure they are distributed to your beneficiaries probate free
Protect your IRA and qualified accounts from becoming fully taxable to your beneficiaries upon your death

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 first step toward having the retirement you’ve always dreamed of! Click here to schedule a complimentary, no-obligation consultation today!

Get Started On

Your Personalized Retirement Roadmap in 3 Easy Steps

discover

Imagine what your ideal retirement looks like, and explore what’s important to you.

Evaluate

Examine your current financial situation, and determine your retirement income needs.

plan

Develop a custom Retirement Road Map strategy so that you can take steps toward meeting your retirement goals.

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INSTANT DOWNLOAD

Will your retirement be affected by the 2018 Tax Changes?

With this 10-page instant download, written by one of Washington’s savviest political observers, you’ll discover:

  • How your taxes could be affected by the Trump tax change – today and in retirement
  • Ways to help ensure your portfolio is as tax efficient as possible
  • Strategies designed to make sure you don’t give Uncle Sam a penny more than necessary
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“Our goal is to help you manage your finances so you can pursue your goals.

“Our goal is to help you manage your finances so you can pursue your goals.