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Blog2019-04-17T13:51:41+00:00

THE SHP FINANCIAL PROCESS

At SHP Financial, we focus on a customized investment and retirement strategy to help get you retired, and stay retired. Through hard work, discipline, and a commitment to always putting our clients’ interests first, we focus on creating and executing a sound financial plan that is based on our clients’ unique needs and goals. To help you better understand your financial needs or assess your current investment and retirement strategies, we post a weekly blog. We hope you find these retirement and financial insight blogs helpful, and if you would like to take it a step further for a complimentary review of your current strategies, you can click HERE to let your journey begin.

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Tax planning to do now for April

December 28th, 2016|

  As you know, lowering your tax bill involves careful planning. In fact, there’s hardly an aspect of your financial situation—savings, education, real estate, investments, retirement funding, or estate planning—that isn’t influenced by taxes. Tax [...]

When Can I Retire?

December 7th, 2016|

When can I retire is one of the key questions many folks ask themselves as they head head into their 50’s.   As you prepare to answer this question, here are some key points to [...]

Giving Our Thanks!

November 22nd, 2016|

On November 17th, the SHP Financial Team took the opportunity to give thanks to our wonderful SHP client family at our annual Client Appreciation Gala at the lovely Granite Links in Quincy, MA.  The beautiful [...]

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THE SHP FINANCIAL RETIREMENT ROADMAP® PROCESS

Your Journey Begins Here!