Tag: SHP Financial

November 27, 2024

Now that the 2024 Election is in the books, we know that a new and yet familiar President-elect will take…

February 7, 2024

One of the most popular questions that we get from our clients is, "How are you different?" It's a simple…

July 12, 2023

Every client should have a plan for their income, investments, taxes, health care, and legacy. Unfortunately, most firms just offer…

December 7, 2022

During the first ten years of SHP Financial–2003 thru 2012–we had a team that deeply understood how to build great…