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February 8, 2023
A new version of the SECURE Act was passed on December 29, 2022. While we were celebrating the holidays, a…

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225 Water Street, Building C, Suite C210
Plymouth, MA 02360
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(866) 746-2401
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Investment Advisory Services are offered through SHP Wealth Management LLC., an SEC registered investment advisor. Insurance sales are offered through SHP Financial, LLC. Our advisors and insurance reps may offer clients advice and/or products from each entity. No client is under any obligation to purchase any insurance product. No statements made shall constitute tax, legal or accounting advice. You should consult your own legal or tax professional on any such matters. Offices in Westborough, Marlborough, and Braintree are offices of convenience and only used for client meetings.

*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

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.

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