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Secure Your Legacy: Estate and Wealth Planning Essentials

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Ensure your legacy is protected and your loved ones are cared for. In this event, SHP Financial will walk you through essential estate and wealth planning strategies, including trust creation, tax-efficient transfers, and charitable giving. Learn how to preserve your wealth while minimizing legal and financial challenges for your family. Take control of your future today.

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All of our past events are recorded, so you can watch them anytime.

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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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