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Financial Advisor in Braintree, MA

Retirement Planning for the South Shore and Greater Boston

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Building a retirement that lasts requires more than a savings account and a good guess. At SHP Financial, our fiduciary financial advisors and registered Investment Advisors work exclusively with individuals in or approaching retirement, crafting personalized, comprehensive strategies through our proven SHP Retirement Road Map® process. We serve Braintree and the broader South Shore community with the expertise, integrity, and personal attention your retirement deserves.

Discover Your SHP Retirement Road Map©

Plan Your Retirement

For over 20 years, SHP Financial has been a trusted retirement planning partner for families across Massachusetts. Our Braintree meeting location provides a convenient local option for South Shore residents who want to connect with our advisors and take control of their retirement with a plan built specifically around their life.

The SHP Retirement Road Map® is a five-part process that addresses income, investments, taxes, healthcare, and legacy planning in one integrated strategy. We tailor every road map to your goals, your timeline, and your circumstances — and we remain your planning partner through every season of retirement, monitoring and adjusting your plan as things change.

A great retirement does not happen by accident. It starts with a plan. Let us build yours together.

Plan Your Retirement

Our Financial Advisors

Get to know the experienced professionals at SHP Financial who serve Braintree and the South Shore with personalized, comprehensive retirement planning guidance.

Meet the Team
Meet The Team

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SHP Retirement Road Map©

01

Income Planning

Consistent, reliable income gives retirement its foundation. We work with you to create a cash flow strategy that covers your needs today and holds up over the long term. That means evaluating Social Security options, coordinating income from pensions, retirement accounts, and other sources, and building in protection against inflation so your purchasing power is preserved well into the future.

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02

Investment Planning

Your investment approach in retirement should reflect where you are now, not where you were during your accumulation years. We evaluate your current portfolio, assess your true risk tolerance, and build a diversified strategy designed to balance growth and income needs throughout retirement. As your fiduciary advisors, every investment decision we make is guided by your goals, with no conflicts of interest.

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03

Tax Planning

Taxes in retirement can quietly reduce the value of your savings if not carefully managed. We take a proactive approach, identifying opportunities to lower your tax burden through strategic Roth conversions, withdrawal planning, capital gains management, and other forward-looking strategies. The result is a plan that helps your money go further across the full span of your retirement years.

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04

Health Care Planning

Healthcare is one of the most significant and least predictable costs in retirement. We help you cut through the complexity of Medicare, evaluate supplemental coverage options, plan for potential long-term care needs, and build a healthcare cost projection into your broader financial plan. A proactive healthcare strategy helps protect your financial security no matter what the future holds.

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05

Legacy & Estate Planning

Your retirement plan is also a reflection of your values and priorities. Working with estate planning attorneys and tax professionals, we help you put structures in place to protect your assets, provide for the people you love, and support the causes that matter to you. From wills and trusts to charitable giving and beneficiary planning, we help ensure your legacy is handled with care and intention.

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Serving Braintree and the South Shore

Our Braintree meeting location is situated at 25 Braintree Hill Office Park, providing an accessible, convenient option for clients throughout Norfolk County and the broader South Shore region. We serve individuals and families in Braintree, Quincy, Weymouth, Randolph, Milton, Holbrook, Norwell, Scituate, Cohasset, Marshfield, and surrounding communities.

The South Shore is home to a wide range of retirees and pre-retirees, from longtime Massachusetts residents building on decades of savings to professionals making their final career transitions. Our advisors bring the knowledge and attention to detail needed to address the full range of retirement planning needs in this community, with guidance that is practical, personalized, and grounded in your real-world situation.

Braintree Massachusetts

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

(508) 746-2400•ask@shpne.com

Note: This is a client meeting location. Our primary offices are in Plymouth, Woburn, and Hyannis, MA.

What can you expect from SHP?

We stand out as a leader among retirement planning firms on the South Shore 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 Registered Investment Advisors 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?

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At SHP Financial, we are your partner through every stage of the retirement journey. Our advisors bring over 20 years of retirement planning expertise to Braintree and the South Shore, delivering personalized guidance backed by a proven process. Schedule a complimentary, no-obligation consultation today and take the first step toward a retirement built around your life.

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