Start Your Journey

Schedule Your Visit or Phone Call Today

Financial Advisor in Hyannis, MA

Retirement Planning for Cape Cod and the Islands

Explore Our ServicesStart Your Journey

Cape Cod is one of the most sought-after places to retire in New England, and planning well for that retirement takes more than good intentions. At SHP Financial's Hyannis office, our team of fiduciary financial advisors and certified financial planners works exclusively with individuals in or approaching retirement, building personalized strategies through the SHP Retirement Road Map® process so you can enjoy the life you have worked toward with confidence and peace of mind.

Discover Your SHP Retirement Road Map©

Plan Your Retirement

For over 20 years, SHP Financial has helped New England families build confident, well-organized retirements. Our Hyannis office serves Cape Cod and the surrounding region with the same holistic, personalized approach that has made SHP Financial a trusted name in retirement planning across Massachusetts.

Your journey begins with the SHP Retirement Road Map® -- a five-part planning process that covers income, investments, taxes, healthcare, and legacy in one coordinated strategy. We do not hand you a plan and walk away. We stay with you through every season of retirement, revisiting and refining your road map as your life and circumstances evolve.

Whether you are a Cape Cod native, a retiree who has made the move to the Cape, or someone planning that transition, our Hyannis team is here to help you make the most of what comes next.

Plan Your Retirement

Our Financial Advisors

Get to know the experienced professionals at SHP Financial who serve Hyannis and Cape Cod with personalized, comprehensive retirement planning guidance.

Meet the Team
Meet The Team

As Seen or Heard On

SHP Retirement Road Map©

01

Income Planning

A dependable income stream is the foundation every retirement plan is built on. We help you develop a sustainable cash flow strategy tailored to your lifestyle and goals, optimizing Social Security timing, coordinating income from all your accounts, and planning for the rising cost of living over time. The goal is a retirement where you spend more time living and less time worrying about money.

Learn More

02

Investment Planning

Retirement calls for a different investment approach than the accumulation years. We review your risk tolerance and capacity, build a diversified portfolio that balances growth and protection, and look for opportunities to reduce unnecessary fees. As fiduciary advisors, we draw from a broad range of funds and equities to build a strategy aligned with your retirement timeline and income needs, not sales incentives.

Learn More

03

Tax Planning

Taxes do not stop in retirement, but with the right planning, you can work to pay less of them. We take a forward-looking approach, identifying opportunities to reduce your tax burden across income, capital gains, and estate taxes. From Roth conversion planning to strategic withdrawal sequencing, our goal is to help your savings work harder and go further across your retirement years.

Learn More

04

Health Care Planning

Healthcare costs are one of the biggest financial variables in retirement, and one of the most overlooked. We help you evaluate Medicare options, plan for supplemental coverage, long-term care needs, and rising out-of-pocket expenses, and build those costs into your overall retirement plan. A proactive healthcare plan helps protect your financial security no matter what the future holds.

Learn More

05

Legacy & Estate Planning

Your retirement plan should do more than sustain you -- it should reflect what matters most to you. Working alongside estate planning attorneys and tax professionals, we help you structure wills, trusts, charitable giving strategies, and beneficiary designations that protect your assets and honor your intentions. Our goal is a thoughtful, well-organized transfer of wealth to the people and causes you care about.

Learn More

What can you expect from SHP?

We stand out as a leader among retirement planning firms on Cape Cod 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.

View All

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

At SHP Financial, we are your partner on the retirement journey ahead. Our Hyannis team serves Cape Cod with the same depth of expertise and personal commitment that has defined SHP Financial for over 20 years. Schedule a complimentary, no-obligation consultation today and take the first step toward the retirement you have always envisioned.

Schedule a Consultation

Schedule Your Phone Or Virtual Meeting Now