SHP Financial
Guiding You on Your Map to Financial Freedom®
Comprehensive Strategies for a Confident Retirement Journey
Discover Your SHP Retirement Road Map©
At SHP Financial, we believe everyone deserves a retirement filled with more living and dreaming—and less wondering and worrying. Our team of financial professionals is dedicated to crafting a thoughtful, holistic plan that addresses your unique needs and goals, leaving no stone unturned.
We offer a comprehensive range of financial planning and wealth management services tailored to those in or near retirement. With our main office in Plymouth, Massachusetts, and fully staffed offices in Hyannis and Woburn, we’re here to help you manage your finances so you can focus on what truly matters.
Your journey starts with developing your SHP Retirement Road Map©, and we’ll be by your side every step of the way, helping you implement and manage it for the rest of your life. Take the first step toward the retirement you’ve always envisioned!
Our Financial Advisors
Get to know the experienced professionals at SHP Financial who are dedicated to providing you with personalized, comprehensive financial guidance.
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Resources to SupportYour Retirement-Planning Journey
We are passionate about providing our clients with a “sheltered harbor” feeling of economic security. More than the money, financial freedom is about preserving the aspects of life that make it so special. Our custom SHP Retirement Road Map® process helps you get where you want to be in retirement.
Podcast
Join SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® CIMA®, as they share actionable financial strategies and insights, and interview top thought leaders in finance, accounting, and estate planning. Our SHP Retirement Road Map® podcast empowers today’s retirees and pre-retirees to make informed financial decisions that allow them to pursue their retirement goals and live life to the fullest.
Our Book
Our SHP Retirement Road Map® guide at SHP Financial is an in-depth look at the five parts of our retirement-planning process, including income, investment, tax, healthcare, and legacy planning. The book uses real-world scenarios to help readers understand how well-applied strategies in each area can promote long-term financial wellness and conversely, how a lack of sound planning can impact wealth. It is our gift to get you started on your journey.
Guide Library
At SHP Financial, we have gathered our best material on a variety of topics to inform you on your financial planning journey. Our downloadable, printable, and complimentary guides advise on matters like how to avoid financial scams, recession-proofing your plan, how to take control of your 401(k), and retirement planning for women. Happy reading! We hope you find them useful, and if you have questions, we are here as your trusted advisors.
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Our goal is to help you spend more time living and dreaming.
Plan Your RetirementSHP Retirement Road Map©
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Our firm has been offering holistic financial planning in New England for over 20 years.
Plan Your RetirementOur Clients' Experiences
All of the following testimonials are from current SHP Financial clients, and no compensation has been given for their statements.
