Start Your Journey

Schedule Your Visit or Phone Call Today

Financial Advisor in Marlborough, MA

Retirement Planning for Marlborough and the MetroWest Region

Explore Our ServicesStart Your Journey

Retirement planning takes focus, expertise, and a team that genuinely puts your interests first. At SHP Financial, our fiduciary financial advisors and Registered Investment Advisors work exclusively with individuals in or approaching retirement, building comprehensive, personalized plans through the SHP Retirement Road Map® process. We are proud to serve Marlborough and the broader MetroWest community with the same commitment to quality and care that has defined SHP Financial for over 20 years.

Discover Your SHP Retirement Road Map©

Plan Your Retirement

SHP Financial has helped New England families navigate retirement with clarity and confidence for more than 20 years. Our MetroWest meeting location in Marlborough makes it easy for clients throughout the region to connect with our advisors for the personalized, holistic retirement planning guidance they deserve.

Your journey begins with the SHP Retirement Road Map® -- a five-part planning process that brings together income, investments, taxes, healthcare, and legacy into one coordinated strategy. Every road map is built around your specific goals and timeline, and we stay with you through every phase of retirement, adjusting your plan as your life and circumstances change.

If you are nearing retirement or already living it, the right plan makes all the difference. Let us help you build yours.

Plan Your Retirement

Our Financial Advisors

Get to know the experienced professionals at SHP Financial who serve Marlborough and the MetroWest region with personalized, comprehensive retirement planning guidance.

Meet the Team
Meet The Team

As Seen or Heard On

SHP Retirement Road Map©

01

Income Planning

Knowing your income is covered is what allows you to truly enjoy retirement. We help you develop a reliable cash flow strategy that accounts for your living expenses, leisure goals, and long-term needs. We evaluate Social Security claiming strategies, pension options, account withdrawal sequencing, and inflation protection to help ensure your income holds up through every year of retirement.

Learn More

02

Investment Planning

Managing investments in retirement is about balance -- protecting what you have worked for while keeping your money working for you. We review your risk tolerance, assess your current portfolio, and build a diversified, cost-efficient investment strategy aligned with your retirement income needs and timeline. As fiduciary advisors, every recommendation we make is guided by your interests, not product incentives.

Learn More

03

Tax Planning

Effective tax planning in retirement is one of the most impactful things you can do to preserve your wealth. We look ahead to identify opportunities to reduce your overall tax liability, whether through Roth conversions, strategic account withdrawals, capital gains planning, or estate tax considerations. The goal is to keep more of your savings in your hands and less in taxes over the course of retirement.

Learn More

04

Health Care Planning

The cost of healthcare in retirement is significant and can grow considerably over time. We help you evaluate Medicare coverage options, supplemental plans, long-term care considerations, and projected out-of-pocket costs, building a healthcare strategy that integrates smoothly into your overall financial plan and helps protect your security regardless of what health challenges may arise.

Learn More

05

Legacy & Estate Planning

A complete retirement plan addresses not just your lifetime, but what comes after. Working alongside estate planning attorneys and tax professionals, we help you develop wills, trusts, charitable giving strategies, and a clear beneficiary structure to make sure your assets are protected and your wishes are honored. We help your legacy reflect the life you built and the people who matter most to you.

Learn More

Serving Marlborough and the MetroWest Region

Our Marlborough meeting location is situated at Venture X, 11 Apex Drive — a convenient destination for clients throughout the MetroWest region. We serve individuals and families in Marlborough, Framingham, Westborough, Southborough, Northborough, Hudson, Shrewsbury, Grafton, Hopkinton, and surrounding communities.

MetroWest is home to a large population of professionals and executives who have spent their careers building financial security, and our advisors understand the retirement planning needs that come with that background. Whether you are transitioning from a senior role, managing complex deferred compensation or stock options, or simply ready to put a comprehensive retirement plan in place, our team is here to help.

Marlborough Massachusetts - Venture X

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

(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 in the MetroWest 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 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 through every stage of retirement. Our advisors serve Marlborough and the MetroWest region with the same depth of experience and personal care that has made SHP Financial a trusted name in retirement planning across Massachusetts. Schedule a complimentary, no-obligation consultation today.

Schedule a Consultation

Schedule Your Phone Or Virtual Meeting Now