In Audio, Downloadable, and Print Format

SHP Financial

WELCOME TO
SHP’S LIBRARY

Over the years at SHP Financial, we have helped hundreds of clients achieve their financial goals by providing unbiased financial advice. During that time, we have been featured in major media and news outlets as we are called upon to offer our expertise and insights on certain financial topics. But, we’ve also taken it upon ourselves over the years to thoughtfully and strategically craft original content meant just for you!

We hope you find our books and guides helpful, and if you would like to take it a step further for a complimentary review of your current strategies, then please request via the form at the bottom.

OUR BOOKS
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mind the gap - retirement planning

MIND THE GAP
By: Matthew C. Peck, CFP® CIMA®
DOWNLOAD THE BOOK!

retirement roadmap book

SHP Retirement Roadmap
By: Derek L. Gregoire, Keith W. Ellis Jr. & Matthew C. Peck, CFP® CIMA®
DOWNLOAD THE BOOK!

financial podcast

Download both Mind The Gap &
SHP Retirement Roadmap Audio Versions.
LISTEN ON THE GO!

OUR GUIDES
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social security guide

SOCIAL SECURITY
BIG Changes Are Coming: 2019 Edition
DOWNLOAD THE GUIDE!

tax planning guide

2020 TAX PLANNING
Year-End Preparations
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market guide

UNDERSTANDING MARKET CORRECTIONS
Know how to change with the forecast.
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OUR GUIDES CONT.
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retirement income planning

WILL YOUR MONEY LAST
As Long As You Do?
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market guide

WHAT TO DO IN A DOWN MARKET
Why Staying The Course Matters.
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tax strategies guide

TRUMP TAX CUTS
How will they effect you?
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RETIREMENT ROADMAP® RADIO SHOW

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SHP FINANCIAL IN THE MEDIA

THE SHP FINANCIAL RETIREMENT ROADMAP® PROCESS

Your Journey Begins Here!