SHP Financial Retirement Roadmap

We all have retirement dreams and personal goals. For some of us, that means biking across Europe, or hang-gliding off the coast of Morocco. But for others, the ideal retirement may be more of an inward journey. There are plenty of closet artists, writers, and musicians out there who can’t wait to leave the daily grind behind, and pursue their true passions. Even if you’ve never been one for the arts, you might find the inspiration to unleash your creativity once you’re the master of your own time. You’ll have the freedom to express yourself, unburdened by external pressures and deadlines. However: no matter your medium, even artistic expression demands some planning and preparation. Whether it’s gathering the appropriate supplies, selecting a subject, or collecting the content for that book you’ve been meaning to write… planning is the key to your retirement masterpiece.

Creating your retirement masterpiece, living your dreams, and accomplishing your goals all require proper planning,  patience, and careful execution. And, for most of us, it also requires the experience of a qualified expert to guide the way through an unfamiliar process. Every writer needs an editor, every musician needs an audience, and everyone working towards retirement should have the guidance of a qualified professional financial advisor. At SHP Financial, we offer no obligation, complimentary financial planning reviews so we can discuss your passions and help you create your retirement masterpiece. With a little upfront planning and preparation, you’ll be ready to sail the open ocean, volunteer in your local community, spend time with your grand kids, and whatever else you desire.

Your life in retirement is full of promise and adventure, but it’s also a major transition. That’s why you need to plan ahead: Write down your goals, identify all of your income sources, create a budget, make sure your risk tolerance aligns with your investment strategy, etc. etc. And, don’t be afraid to ask for help when you need it! CLICK HERE to request your complimentary, no obligation financial review.

Remember, you’ve worked too hard to only just make it to your retirement. Our mission is to help you achieve the financial independence you’ve always deserved and wanted. So, when discussing your plan for the future, make sure that it’s fully ready to help you create your very own retirement masterpiece.


Prepared By Lone Beacon Media

The content presented is for informational purposes only and is not intended as offering financial, tax, or legal advice, and should not be considered a solicitation for the purchase or sale of any security. Some of the informational content presented was prepared and provided by tMedia, LLC, while other content presented may be from outside sources believed to be providing accurate information. Regardless of source no representations or warranties as to the completeness or accuracy of any information presented is implied. tMedia, LLC is not affiliated with the Advisor, Advisor’s RIA, Broker-Dealer, or any state or SEC registered investment advisory firm. Before making any decisions you should consult a tax or legal professional to discuss your personal situation.Investment Advisory Services are offered through SHP Wealth Management LLC., an SEC registered investment advisor. Insurance sales are offered through SHP Financial, LLC. These are separate entities, Matthew Chapman Peck, CFP®, CIMA®, Derek Louis Gregoire, and Keith Winslow Ellis Jr. are independent licensed insurance agents, and Owners/Partners of an insurance agency, SHP Financial, LLC.. In addition, other supervised persons of SHP Wealth Management, LLC. are independent licensed insurance agents of SHP Financial, LLC. No statements made shall constitute tax, legal or accounting advice. You should consult your own legal or tax professional before investing. Both SHP Wealth Management, LLC. and SHP Financial, LLC. will offer clients advice and/or products from each entity. No client is under any obligation to purchase any insurance product.
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