SHP

WELCOME TO SHP’S CLIENT EDUCATION LIBRARY

In Audio, Downloadable, and Print Format

We’ve taken it upon ourselves to gather and create thoughtful and strategic material on a variety of topics that are just for you! As a thank you for being an amazing client, feel free to peruse our books and guides for free.

Certain guides and content for publication were either co-authored or fully provided by third party marketing firms. SHP Financial utilizes third party marketing and public relation firms to assist in securing media appearances, for securing interviews, to provide suggested content for radio, for article placements, and other supporting services.

OUR BOOKS
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mind the gap - retirement planning

MIND THE GAP
By: Matthew C. Peck, CFP® CIMA®
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retirement roadmap book

SHP Retirement Road Map®
By: Derek L. Gregoire, Keith W. Ellis Jr. & Matthew C. Peck, CFP® CIMA®
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financial podcast

Download both Mind The Gap &
SHP Retirement Road Map® Audio Versions.
LISTEN TO MIND THE GAP
LISTEN TO RETIREMENT ROADMAP

OUR GUIDES
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Age 5 to 55

Age 5 to 55:
What Your Kids Need to Know About Finances
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5 Helpful Tax Planning Tips

5 Helpful Tax
Planning Tips
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5 Steps to Successful Retirement Planning

5 Steps to Successful
Retirement Planning
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2021 Pension Guide

Pension, Buyouts,
& Retirement Income – 2021
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Social Security

Maximizing Social Security
In Todays World – 2021
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The End Of The Year Guide

The End Of The Year Guide
You End Of Year Checklist
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The Ultimate 401k Guide

The Ultimate 401(k) Guide
How To Take Control of Your 401(k)
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Market Volatility

Market Volatility
The Market and Covid-19
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tax strategies guide

WOMEN’S RETIREMENT
Planning Guide
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Legacy Planning And Wealth Transfer

LEGACY PLANNING AND WEALTH TRANSFER
How To Successfully Communicate
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The SECURE Act

The SECURE Act
What it may mean for you?
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Important Birthdays

Milestone Birthdays
Important Ages Over 50
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Required Minimum Distribution

Required Minimum Distributions
What you need to know about RMDs?
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legacy and estate planning guide

LEGACY & ESTATE PLANNING
Understand The Basics
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Retirement Road Map® RADIO SHOW

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SHP FINANCIAL IN THE MEDIA

THE SHP FINANCIAL RETIREMENT ROAD MAP® PROCESS