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!

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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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Social Security 2019:
BIG Changes Are Coming!

Retirees will see the largest increase in their Social Security benefits in seven years in 2019. But the higher cost-of-living adjustment is not the only way the system will change. On average, Social Security makes up 38% of an individual’s retirement. That’s why it’s important to know the rules of Social Security and how to use them to your advantage. Download our latest Social Security Guide to keep track of all the upcoming changes for Social Security this year.

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Understanding Market Corrections!

Like the weather, the stock market experiences highs and lows - sunny days as well as gloomy once - and the forecast can change at any given time. But even in weeks when storms seem to be unceasing, we can usually count on brighter days ahead. That’s why it's important to keep market corrections in perspective and to understand them. This guide aims to help you do just that.

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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.