SHP

WELCOME TO SHP’S LIBRARY

In Downloadable, and Print Format

We’ve gathered and created thoughtful and strategic material on a variety of financial planning topics just for you! We hope you find our books and guides helpful. If you would like to take your financial journey 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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retirement roadmap book

SHP Retirement Road Map®
By: Derek L. Gregoire, Keith W. Ellis Jr. & Matthew C. Peck, CFP® CIMA®
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SHP Retirement Checklist & Non Financial Contributions

Retirement Checklist
& Non Financial Contributions
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mind the gap - retirement planning

MIND THE GAP
By: Matthew C. Peck, CFP® CIMA®
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Social Security

Optimizing Social Security
In Todays World – 2024
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OUR GUIDES
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 wealth retirement planning advisor near me

Your Guide “Beware of the Bait”
Avoiding the Hooks of Scammers
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Your Guide to Roth IRAs

Your Guide to Roth IRAs
Conversions and Advanced Tax Planning
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The Bucket Strategy Guide

The Bucket Strategy
For Protecting Your Retirement Through Recession
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5 Keys to Retirement Planning
in 2023
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Ultimate 401(k) Guide to Healthcare

Your Ultimate 401(k) Guide
For Healthcare Professionals
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Long Term Care Guide

A Short Introduction to
Long Term Care
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Medicare Advantage Guide

Your Guide to Medicare
and Filling The Gaps
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2024 tax guide for retirement planning

2024 Tax Planning Guide
Work to Reduce Your Taxes
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Market Volatility

Market Volatility
Protect Your Savings from Major Market Corrections
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Age 5 to 55

Age 5 to 55:
What Your Kids Need to Know About Finances
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59 half Guide

Why 59½ is an
Important Age
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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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Womens Retirement guide

WOMEN’S RETIREMENT
Planning Guide
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LEGACY PLANNING AND WEALTH TRANSFER
How To Successfully Communicate
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Important Birthdays

Milestone Birthdays
Important Ages Over 50
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Required Minimum Distribution

Required Minimum Distributions
Are You Prepared for RMDs?
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Guide to Annuities

Guide to Annuities
By: SHP Advisors® CIMA®
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