SHP

WELCOME TO SHP’S LIBRARY

In Audio, Downloadable, and Print Format

We’ve taken it upon ourselves to gather and create thoughtful and strategic material on a variety of topics that are just for you! We hope you find our books and guides helpful, and if you would like to take it a step further, sign up below for a complimentary review of your current strategies.

Certain guides and content for publication were either co-authored or fully provided by third party marketing firms. SHP Financial utilizes third party marketing and public relation firms to assist in securing media appearances, for securing interviews, to provide suggested content for radio, for article placements, and other supporting services.

OUR BOOKS
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mind the gap - retirement planning

MIND THE GAP
By: Matthew C. Peck, CFP® CIMA®
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retirement roadmap book

SHP Retirement Roadmap
By: Derek L. Gregoire, Keith W. Ellis Jr. & Matthew C. Peck, CFP® CIMA®
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financial podcast

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

OUR GUIDES
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The End Of The Year Guide

The End Of The Year Guide
You End Of Year Checklist
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The Ultimate 401k Guide

The Ultimate 401(k) Guide
How To Take Control of Your 401(k)
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2020 Election

The 2020 Election
And Your Retirement
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401k Unemployment

10-Step Plan
The Layoff Survival Guide
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Medicare Options and Costs

Medicare Solutions
Know Your Options and Costs
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Market Volatility

Market Volatility
The Market and Covid-19
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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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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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tax strategies guide

WOMEN'S RETIREMENT
Planning Guide
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Legacy Planning And Wealth Transfer

LEGACY PLANNING AND WEALTH TRANSFER
How To Successfully Communicate
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The SECURE Act

The SECURE Act
What it may mean for you?
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Social Security

Social Security Guide
The 2020 Version
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Important Birthdays

Milestone Birthdays
Important Ages Over 50
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Required Minimum Distribution

Required Minimum Distributions
What you need to know about RMDs?
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legacy and estate planning guide

LEGACY & ESTATE PLANNING
Understand The Basics
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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!