Empowering Women in Retirement

Sheltered Harbor Planning for Women by Women

Come experience the expertise of our dedicated team of female financial advisors who are committed to assisting women in establishing a solid foundation for retirement. We prioritize cultivating meaningful relationships rather than transactions, and our comprehensive planning process sets us apart.

Educating and Empowering Women

to make the best decisions for their financial future, retirement, and beyond.

At SHP Financial, we strive to make a difference for women who are willing to go all-in and want to be guided by our trusted financial professionals. Our objective is to foster a future enriched with resilient and self-reliant women, founded on the pillars of education, positivity, and empowerment – because when women control their own money, everyone is better off.

Retirement Planning for Women

We provide financial planning and education based on where you are now and where you want to go. Our team of women advisors will create a plan built specifically for you to help you achieve your financial and life goals while managing your wealth with confidence and control.

Want to learn more? Scroll down to learn more about the key topics for women in retirement planning.

Retirement Challenges for Women

For women, retirement is different than that of men. Some of the key issues women could face include outliving their partner, taking time off work to raise their family, and divorce.

Women and Long Term Care

We understand the importance of long-term care planning for women in retirement. Our team is dedicated to helping women navigate the complexities of long-term care and develop personalized strategies that prioritize their well-being and financial security. By addressing potential care needs in advance, we aim to provide women with peace of mind and the ability to make informed choices about their long-term care options.

Retirement Income

Ensuring a secure retirement income for women is a vital mission we undertake with utmost dedication. Through careful planning and tailored strategies, we aim to empower women to confidently navigate their financial journey in retirement.

Tax Planning

We recognize the unique challenges and opportunities that women face in retirement tax planning. We are committed to providing comprehensive tax strategies and personalized guidance to help women optimize their retirement income while minimizing tax burdens.

Estate Planning

We work closely with our clients to create customized plans that help safeguard their assets, provide for their loved ones, and support the legacies they wish to leave behind. With the help of our team, women can confidently plan for their future and ensure their estate is handled according to their wishes.


Retirement Roadmap

We want to help you create a financial plan that will provide for your future and make sure you’re on the right track.


Education is the first step in planning your future with confidence, and our Women’s Guide to Retirement focuses on 5 retirement-related topics while highlighting the unique challenges facing women today. Download our complimentary guide today.

The Woman’s Guide To Retirement Planning

Understanding Your Unique Needs

They say, “Men are from Mars and women are from Venus,” and their differences carry over into financial planning. In a world where women oftentimes share or own the responsibilities of household finances, and are often the major “breadwinner,” it makes sense that you are adequately addressed. There are a disproportionate number of men in the financial space today, so let’s take a moment to address some financial needs unique to women. Since women tend to outlive men, and nearly half of marriages end in divorce, you are often in situations where finances entirely rest on your shoulders.

Women, The Financial Decision Makers

Empowering women to shape their financial futures is crucial. Therefore, it becomes imperative for women to equip themselves with financial knowledge and decision-making abilities. However, the realm of financial planning can be challenging and inconvenient at times. Our belief is that women should be encouraged to think strategically and invest in the future. In this pursuit, collaborating with our financial advisors can prove highly beneficial, as it facilitates understanding of available options and the implementation of tailored plans to ensure a financially secure life for women and their families.