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Financial Advisor Serving Greater Boston

Retirement Planning for Boston Area Residents and Families

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SHP Financial works with clients throughout Greater Boston who are looking for a better approach to retirement planning. Our team of fiduciary financial advisors and registered investment advisors works exclusively with individuals in or approaching retirement, building comprehensive, personalized strategies through our proven SHP Retirement Road Map® process. With offices across Massachusetts, we make expert retirement guidance accessible to families and professionals throughout the Greater Boston area.

Discover Your SHP Retirement Road Map©

Plan Your Retirement

For over 20 years, SHP Financial has helped Massachusetts families navigate the transition into retirement with confidence and clarity. As seen on NBC, CBS, ABC, FOX, and referenced as 'SHP Financial in Greater Boston,' we bring regional expertise and a proven planning process to individuals and families who want more than generic financial advice.

Every client relationship begins with the SHP Retirement Road Map® -- a five-part process that addresses income, investments, taxes, healthcare, and legacy in one coordinated strategy. We customize every road map to your specific goals and timeline, and we stay with you through every stage of retirement, adjusting and managing your plan as your life evolves.

Greater Boston residents deserve a retirement plan that reflects the full complexity of their financial lives. That is exactly what we build.

Plan Your Retirement

Our Financial Advisors

Get to know the experienced professionals at SHP Financial who serve individuals and families throughout Greater Boston with personalized, comprehensive retirement planning guidance.

Meet the Team
Meet The Team

As Seen or Heard On

SHP Retirement Road Map©

01

Income Planning

Reliable income is what makes retirement feel secure. We help Greater Boston clients build a cash flow strategy that supports their lifestyle today and holds up over the long term. That includes evaluating Social Security timing, coordinating income from all retirement accounts, managing pension decisions, and building in inflation protection so your purchasing power stays intact year after year.

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02

Investment Planning

Many Greater Boston professionals arrive at retirement with complex portfolios built over long careers. We review your existing investments, assess your true risk tolerance and time horizon, and build a diversified, cost-efficient strategy aligned with your retirement income needs. As fiduciary advisors, we select investments based on your interests alone, with no commissions or product-driven incentives influencing our recommendations.

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03

Tax Planning

Massachusetts residents face a layered tax picture in retirement, and proactive planning can make a meaningful difference. We develop forward-looking tax strategies that address income tax, capital gains, RMDs, Roth conversions, and estate tax considerations, helping Greater Boston clients keep more of what they have saved while staying fully compliant with state and federal tax obligations.

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04

Health Care Planning

Healthcare is consistently one of the largest costs retirees underestimate. We help you evaluate Medicare plans, supplemental coverage, long-term care options, and out-of-pocket cost projections, then integrate those costs into your overall retirement plan. For Greater Boston clients, where healthcare access is excellent but costs can be significant, a thoughtful healthcare plan is a critical part of any complete retirement strategy.

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05

Legacy & Estate Planning

A well-built retirement plan does not stop at your lifetime. We work alongside estate planning attorneys and tax professionals to help Greater Boston clients develop wills, trusts, charitable giving vehicles, and a clear beneficiary structure. Whether your priority is providing for a spouse, passing assets to children, or supporting a cause you believe in, we help build a legacy plan that reflects your values and protects what you have built.

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Retirement Planning for Boston Area Residents

SHP Financial serves individuals and families in Boston and surrounding communities throughout Greater Boston, including Cambridge, Somerville, Newton, Brookline, Needham, Wellesley, Arlington, Belmont, Dedham, Waltham, Medford, Malden, Quincy, and the broader metro area. Our advisors meet with Greater Boston clients at our Woburn and Braintree offices, which offer convenient access from across the region.

We understand the financial landscape that comes with building a career and a life in the Boston metro area. From the complexity of equity compensation and deferred benefit decisions to Massachusetts-specific estate and tax considerations, our team brings the depth of knowledge Greater Boston professionals expect — and the personalized service that makes a real difference in retirement.

Our Massachusetts Office Locations

Plymouth, MA
(Headquarters)

225 Water Street, Building C, Suite C210
Plymouth, MA 02360

Woburn, MA

400 Tradecenter Drive, Suite 7810
Woburn, MA 01801

Hyannis, MA

724 Main Street
Hyannis, MA 02601

Marlborough, MA
(Client Meetings)

11 Apex Dr, Suite 300, Building A
Marlborough, MA 01752

Braintree, MA
(Client Meetings)

25 Braintree Hill Office Park, Suite 200
Braintree, MA 02184

Phone: (866) 746-2401

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Email: ask@shpne.com

What can you expect from SHP?

We stand out as a leader among retirement planning firms serving the Greater Boston area in many ways, including:

Client-first Mentality

We are a trusted partner in your retirement journey. We do well when you do. We are committed to our clients' well-being and act in their best interests at all times.

Personalized Service

We understand that every situation is unique. We customize our approach to meet your specific needs and work toward the goals that matter most to you.

Trusted Advisors

Our team includes CFP® professionals and specialists in investment management, tax strategy, and estate planning. We take a team approach to developing your customized plan.

Long-term Vision

Our five-part planning process creates strategies for the long haul. We stay with you through every stage of retirement, managing and adjusting your plan for life.

Confidentiality and Security

With a secure client portal, password-protected communications, and encrypted digital vault technology, your sensitive financial data is protected at every level.

Clear Communication

We recognize that financial planning can feel complex. We make sure you understand every aspect of your plan with clear, straightforward guidance at every step.

Our Clients' Experiences

All of the following testimonials are from current SHP Financial clients, and no compensation has been given for their statements.

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Matt is knowledgeable, easy to reach if we have questions. We give Matt and his team an A++.

Carmela Z.

Matt took us through a learning curve and showed us we could have a livable income in retirement. Allowed us to retire on our terms. Regular checkups help us stay on track. When needed the service crew has been very efficient.

Anonymous

SHP (Matthew Peck) has continually exceeded our expectations. While we believe he certainly knows what is best for us financially he creates an atmosphere of partnership which fosters a sense of freedom in all of our encounters. I have complete trust in SHP and Matthew which I never thought possible in this arena.

Dutch H.

Matt Peck has made us feel like family. The office staff is always friendly and efficient.

Steve and Cindy

We find SHP to be very professional and personable . Every interaction has been excellent – things are explained fully and we feel we can ask questions at any point. We feel like SHP is part of an extended family looking out for our best interest.

Steve & Amy Ramondi

Since joining SHP and working with Mark Kenney my stress level about my financial future has been reduced. I have been able to accomplish all the tasks I needed to prepare for and executing an early retirement. I know whatever the future holds I will be prepared properly.

David S.

An organized, high integrity company. Derek has been great and extremely responsive. I have referred several people to the business which is the highest compliment.

David C.

Matt Peck has been very helpful and knowledgeable which put our minds at ease, it was also very helpful having Keith McManus handling our Trust and Estate Documents. We have referred many of our friends to SHP.

Rita Z.

Very happy with their service. Always respond quickly if we have a question or need assistance.

Donna D.

Keith has been compassionate and patient and I know he wants the best for my family. After my husband passed away they took care of many issues that came up. I don't believe it was in the "job description".

Karen M.

Ready to Take the Next Step?

Schedule a Consultation

SHP Financial is proud to serve individuals and families throughout the Greater Boston area with retirement planning that is comprehensive, personalized, and built on over 20 years of experience. Whether you are approaching retirement or already living it, our team is ready to help you build a plan designed for your life. Schedule a complimentary, no-obligation consultation with one of our fiduciary retirement advisors today.

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