Worried that your financial strategy is Missing Something?

We’re here to help you feel confident in your financial future.

What We Offer

At SHP Financial, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy to help you address your financial needs and concerns.

The SHP Financial Process


At SHP Financial, we offer a wide range of financial planning and wealth management services focused on individuals who are in or nearing retirement age. We pride ourselves on developing thorough, written retirement plans and “micromanaging” every aspect of your retirement, so that you can rest easy, knowing that your assets are protected and you will have enough money to last the rest of your life.*

All of the financial services we offer fall under one of the five key areas of our SHP Retirement Road Map® process.

Income Planning

Social Security Maximization
Income & Expense Analysis
Inflation Plan
Spousal Plan
Longevity Protection

Investment Planning

Assessing your Risk Tolerance
Adjusting your portfolio to reduce fees
Volatility Control
Evaluateways to reduce risk while still accomplishing your goals
Comprehensive Institutional Money Management

Tax Planning

Assessing the taxable nature of your current holdings
Stretch I.R.A. Planning
Strategizing ways to include tax-deferred or tax-free money in your plan
Strategize which tax category to draw income from first to reduce tax burden
Leverage your qualified money to potentially leave tax-free dollars to your beneficiaries

Health Care Planning

Looking at all aspects of Medicare, Parts A, B and D
Analyzing options for a Long-Term Care Plan

Legacy Planning

Maximize your estate and income tax planning opportunities
Protect any assets in trust and ensure they are distributed to your beneficiaries probate free
Protect your IRA and qualified accounts from becoming fully taxable to your beneficiaries upon your death

Once we develop your plan, we will not stop there. Now, begins the journey. We will be there to help you implement and manage your plan every step of the way for the rest of your life.

Take the first step toward having the retirement you’ve always dreamed of! Click here to schedule a complimentary, no-obligation consultation today!

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a workshop.

Or give us a call at (866) 746-2401