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Financial Advisor in Woburn, MA

Retirement Planning Built for Greater Boston Families

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At SHP Financial, we believe everyone deserves a retirement filled with more living and less worrying. Our Woburn team of fiduciary financial advisors and certified financial planners works exclusively with individuals in or approaching retirement. We craft thoughtful, holistic plans through our proprietary SHP Retirement Road Map® process, addressing every dimension of your financial life so you can focus on what truly matters.

Discover Your SHP Retirement Road Map©

Plan Your Retirement

For over 20 years, SHP Financial has helped New England families navigate the complexities of retirement with clarity and confidence. Our Woburn office brings that same depth of experience and personalized service to the Greater Boston community, offering comprehensive retirement financial planning that goes well beyond managing an investment portfolio.

Your journey begins with the SHP Retirement Road Map® -- a five-part planning process that addresses income, investments, taxes, healthcare, and legacy in a single, coordinated strategy. We customize every road map to your specific goals, your timeline, and your life. And we stay with you through every stage of retirement, implementing and managing your plan as circumstances evolve.

Your retirement deserves a plan that is thoughtful, complete, and built around you. Take the first step today.

Plan Your Retirement

Our Financial Advisors

Get to know the experienced professionals at SHP Financial who serve the Woburn and Greater Boston community with personalized, comprehensive retirement guidance.

Meet the Team
Meet The Team

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SHP Retirement Road Map©

01

Income Planning

Steady, predictable income is the backbone of a confident retirement. We help you build a sustainable cash flow strategy that supports your everyday needs and long-term goals. That includes maximizing Social Security benefits, preparing for inflation, coordinating income across your accounts, and implementing a spousal income plan where applicable.

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02

Investment Planning

Smart investing in retirement looks different from growing wealth during your working years. We assess your risk tolerance, diversify your portfolio, and identify opportunities to reduce fees and improve performance. As fiduciary advisors, we draw from a broad universe of funds and equities to build a cost-efficient portfolio aligned with your retirement timeline and income needs.

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03

Tax Planning

Everyone pays taxes. Our goal is to help make sure you do not pay more than necessary. Unlike tax preparation, tax planning is forward-looking. We proactively look for opportunities to reduce your liability across income taxes, capital gains, and estate taxes, so that more of your savings stays working for you and the people you care about.

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04

Health Care Planning

Healthcare is often the largest and least anticipated cost in retirement. We help you plan for Medicare enrollment, supplemental coverage options, long-term care, and rising out-of-pocket expenses. By estimating your future healthcare needs and building them into your overall plan, we work to ensure a health event does not put your financial security at risk.

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05

Legacy & Estate Planning

Your retirement plan should reflect not just your life, but the people and causes you care about most. Working alongside estate planning attorneys and tax professionals, we address wills, trusts, charitable giving strategies, and beneficiary designations. Our goal is to protect your wealth, honor your values, and help ensure a smooth and intentional transfer of assets when the time comes.

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What can you expect from SHP?

We stand out as a leader among retirement planning firms in 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.

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 building your 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

At SHP Financial, we are your partner on the retirement journey ahead. Each of our services addresses one of the five pillars of the SHP Retirement Road Map®, and our Woburn team will be with you every step of the way, helping you implement and manage your personalized plan for life. Schedule a complimentary, no-obligation consultation today and take the first step toward the retirement you have always envisioned.

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