SHP Financial

Discover Your SHP Retirement Road Map©

Plan Your Retirement

At SHP Financial, we believe everyone deserves a retirement filled with more living and dreaming—and less wondering and worrying. Our team of financial professionals is dedicated to crafting a thoughtful, holistic plan that addresses your unique needs and goals, leaving no stone unturned.

We offer a comprehensive range of financial planning and wealth management services tailored to those in or near retirement. With our main office in Plymouth, Massachusetts, and fully staffed offices in Hyannis and Woburn, we’re here to help you manage your finances so you can focus on what truly matters.

Your journey starts with developing your SHP Retirement Road Map©, and we’ll be by your side every step of the way, helping you implement and manage it for the rest of your life. Take the first step toward the retirement you’ve always envisioned!

Plan Your Retirement

Our Financial Advisors

Get to know the experienced professionals at SHP Financial who are dedicated to providing you with personalized, comprehensive financial guidance.

Meet the Team

high net worth financial retirement advisor

Meet The Team

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Resources to Support
Your Retirement-Planning Journey

We are passionate about providing our clients with a “sheltered harbor” feeling of economic security. More than the money, financial freedom is about preserving the aspects of life that make it so special. Our custom SHP Retirement Road Map® process helps you get where you want to be in retirement.

Podcast

Join SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® CIMA®, as they share actionable financial strategies and insights, and interview top thought leaders in finance, accounting, and estate planning. Our SHP Retirement Road Map® podcast empowers today’s retirees and pre-retirees to make informed financial decisions that allow them to pursue their retirement goals and live life to the fullest.

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Our Book

Our SHP Retirement Road Map® guide at SHP Financial is an in-depth look at the five parts of our retirement-planning process, including income, investment, tax, healthcare, and legacy planning. The book uses real-world scenarios to help readers understand how well-applied strategies in each area can promote long-term financial wellness and conversely, how a lack of sound planning can impact wealth. It is our gift to get you started on your journey.

Get the Book

Guide Library

At SHP Financial, we have gathered our best material on a variety of topics to inform you on your financial planning journey. Our downloadable, printable, and complimentary guides advise on matters like how to avoid financial scams, recession-proofing your plan, how to take control of your 401(k), and retirement planning for women. Happy reading! We hope you find them useful, and if you have questions, we are here as your trusted advisors.

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Our goal is to help you spend more time living and dreaming.

Plan Your Retirement

SHP Retirement Road Map©

01

Income Planning

A strong and predictable income stream is the backbone of your retirement plan. Our planning strategies help ensure financial advisors offer guidance and support to help maximize your retirement income for comfortable living.

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02

Investment Planning

Smart investment planning balances risk and reward to help maximize returns. We conduct a risk assessment of your portfolio and identify growth and fee reduction opportunities.

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03

Tax Planning

Everyone pays taxes. Our thorough tax-planning strategies ensure you don’t pay more than you should, preserving your wealth legally and ethically.

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04

Health Care Planning

Healthcare is a major expense in retirement that extends to the end of life. We help ensure you are prepared through education, careful foresight, and comprehensive planning.

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05

Legacy & Estate Planning

At SHP Financial, we help you instill a plan that honors your memory and wishes, helping to ensure a seamless transfer of assets to loved ones and charities after death.

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Our Clients' Experiences

All of the following testimonials are from current SHP Financial clients, and no compensation has been given for their statements.

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Matt is knowledgeable, easy to reach if we have questions. We give Matt and his team an A++.

Carmela Z.

Matt took us through a learning curve and showed us we could have a livable income in retirement. Allowed us to retire on our terms. Regular checkups help us stay on track. When needed the service crew has been very efficient.

Anonymous

SHP (Matthew Peck) has continually exceeded our expectations. While we believe he certainly knows what is best for us financially he creates an atmosphere of partnership which fosters a sense of freedom in all of our encounters. I have complete trust in SHP and Matthew which I never thought possible in this arena.

Dutch H.

Matt Peck has made us feel like family. The office staff is always friendly and efficient.

Steve and Cindy

We find SHP to be very professional and personable . Every interaction has been excellent – things are explained fully and we feel we can ask questions at any point. We feel like SHP is part of an extended family looking out for our best interest.

Steve & Amy Ramondi

Since joining SHP and working with Mark Kenney my stress level about my financial future has been reduced. I have been able to accomplish all the tasks I needed to prepare for and executing an early retirement. I know whatever the future holds I will be prepared properly.

David S.

An organized, high integrity company. Derek has been great and extremely responsive. I have referred several people to the business which is the highest compliment.

David C.

Matt Peck has been very helpful and knowledgeable which put our minds at ease, it was also very helpful having Keith McManus handling our Trust and Estate Documents. We have referred many of our friends to SHP.

Rita Z.

Very happy with their service. Always respond quickly if we have a question or need assistance.

Donna D.

Keith has been compassionate and patient and I know he wants the best for my family. After my husband passed away they took care of many issues that came up. I don't believe it was in the "job description".

Karen M.

Guiding You on Your Map to Financial Freedom®

Discover Your SHP Retirement Road Map©