SHP Financial – Business Owners Succession2024-03-07T15:46:35-05:00


At SHP Financial, we offer a wide range of financial planning and wealth management services for business owners looking to transition out of their business and into retirement. We believe you deserve to spend more time living and dreaming than wondering and worrying during retirement. What makes that possible is high-quality holistic financial planning that leaves no stone left unturned.


Sheltered Harbor Planning For Retiring From Your Business

As business owners, we empathize with the challenges of retiring from one’s own business, especially after dedicating countless years of hard work to achieve success. Furthermore, business owners who aspire to pass on their successful company face another decision: they must consider whether and how to efficiently transfer the hard-earned wealth they have accumulated throughout their journey.

As financial advisors, we focus on aiding in the transition from managing a successful small business to managing a successful retirement in partnership with our Retirement Road Map® process. We do this by listening, understanding, and educating our clients on options and solutions they typically do not have time to research on their own.


Useful Information You May Find Helpful

Download Our Guide

How To Exit Your Business & Enter Retirement

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Browse Our Suggested Articles

We pick top articles each month and post them here so you can stay on top of the most relevant and helpful news for Business Owners! Enjoy this month’s selection:

Providing Sheltered Harbor Planning to New England Area Business Owners for over 15 years.