Resources
Resources for Financial Success
Explore a range of tools and resources designed to help you effectively manage your finances and plan for a secure retirement. Whether you’re just starting or fine-tuning your strategy, we’ve got the support you need to reach your goals.
SHP Blog
Stay up to date with the latest insights and tips on financial planning, retirement strategies, and wealth management. Browse our recent posts to find advice, trending topics, and valuable resources to help you make informed decisions for your financial future.
Retirement Guides
Explore our Retirement Guides for insights and strategies to help you make informed decisions and build a secure financial future.
SHP Retirement Road Map®
Download the Guide
Retirement Checklist & Non Financial Contributions
Download the Guide
Mind The Gap
Download the Guide
Optimizing Social Security In Todays World
Download the Guide
Your Guide “Beware of the Bait”
Download the Guide
5 Keys to Retirement Planning
Download the Guide
A Short Introduction to Long Term Care
Download the Guide
The Ultimate 401(k) Guide
Download the Guide
Women’s Retirement
Download the Guide
Milestone Birthdays
Download the Guide
Legacy Planning and Wealth Transfer
Download the Guide
Tax Planning Guide
Download the Guide
SHP Retirement Road Map®
Retirement Checklist & Non Financial Contributions
Mind The Gap
Optimizing Social Security In Todays World
Your Guide “Beware of the Bait”
5 Keys to Retirement Planning
A Short Introduction to Long Term Care
The Ultimate 401(k) Guide
Women’s Retirement
Milestone Birthdays
Legacy Planning and Wealth Transfer
Tax Planning Guide
Webinars
Join our informative webinars to gain valuable insights on financial planning, retirement strategies, and wealth management. Learn and get practical tips to help you make confident decisions for your financial future.
Women’s Retirement Roadmap
Here goes your text ... Select any part of your text to access the formatting toolbar.
Watch Mark Kenney discuss the unique challenges that women may face in retirement and how to help mitigate those challenges. He will explain the importance of having a personalized retirement tailored to fit the needs of women.
RSVP: Women’s Retirement Roadmap
The Perfect Storm That Could Threaten Your Retirement Savings Webinar
Here goes your text ... Select any part of your text to access the formatting toolbar.
If you’re concerned about the current state of our economy, you are not alone. It’s crucial that you understand these challenges and how you can navigate them successfully. Co-Founder of SHP, Derek Gregoire, breaks down top concerns and how they could affect you and your retirement savings.
RSVP: The Perfect Storm That Could Threaten Your Retirement Savings Webinar
Income Planning For Retirement
Here goes your text ... Select any part of your text to access the formatting toolbar.
In this webinar, Derek L. Gregoire, addresses a critical mistake he sees many pre-retirees make while planning for retirement: Improper Asset Allocation. This refers to dividing your investments among asset classes, such as stocks and bonds. Although this is true, what he’s talking about is properly positioning your account to receive the income needed to enjoy your retirement after your paychecks stop coming in.
RSVP: Income Planning For Retirement
FAQs
Why should I make an appointment with SHP Financial?
Many people have a financial advisor and still choose to visit with us for a second opinion. We find that other financial advisors may only focus on investments, or they are not helping their clients with other important retirement issues such as saving on taxes, planning for future health care costs and protecting their assets. During your initial meeting, we’ll discuss your potential needs in these areas. We’ll also take a second look at your financial accounts to provide you with a fee and risk analysis. There is no cost for this meeting and no obligation on your part to do business with us.
What are your credentials and background?
All our advisors are all Series 65, or equivalent, licensed. As fiduciary advisors, we’re required to disclose conflicts of interest, operate with full transparency and always do what is in the best interest of our clients. Additionally, we have multiple Certified Financial Planners™, Certified Tax Specialists™ and Certified Investment Management Analysts® on the team. You can find individual bios for each advisor on our website at shpfinancial.com.
Is SHP Financial limited to specific companies?
We use both Charles Schwab and Fidelity Investment as custodians for managed money. On the insurance end of our business, we are independent. We believe that each investor is unique, and no single company is right for everyone. Our goal is to serve you by using the best tools and strategies available.
How do I schedule a time to visit with the advisors at SHP Financial?
You can schedule your visit by calling our office at 508-746-2400 or by visiting our website at shpfinancial.com.
What can I expect at my first visit?
Your first visit is a fact-finding discussion. We will analyze your current financial situation by reviewing with you all of the information you provide. By talking with you and identifying your specific areas of concern, we will be able to determine your needs and goals and make recommendations that are tailored to you.
What should I bring to my first visit with SHP?
While you are not required to bring anything to your first visit, it would be helpful if you bring the following:
- Your latest financial statements: mutual funds, CDs, life insurance policies, annuity policies, retirement accounts, trusts, etc.
- A copy of your latest tax return.
- Your completed SHP Retirement Road Map® Questionnaire that you will receive before your visit.
- Your questions and concerns.
What are my obligations after my first visit?
There is absolutely no cost or obligation to have your first visit. If we both agree that we could add value to your situation, we will schedule a second visit. If we decide not to move forward, we part as friends.
Where is SHP Financial located?
Our main office is located at 225 Water St., Suite C210, Plymouth, Massachusetts. We also have fully staffed offices in Hyannis and Woburn.
What are your office hours?
Our offices are open Monday – Friday, 9 AM to 5 PM. Most client meetings are held on Tuesdays, Wednesdays or Thursdays during this time, but after hours or late appointments are available by request.
Are you a member of the Better Business Bureau?
Yes, we are. We have qualified for this program based upon meeting and maintaining Standards of Trust criteria. Being a member indicates our commitment to high ethical business standards and advertising practices.
Our Clients' Experiences
All of the following testimonials are from current SHP Financial clients, and no compensation has been given for their statements.
