SHP Financial

About

For over a decade, SHP Financial has helped individuals and families plan for financial independence in retirement.

Story

For over a decade, SHP Financial has helped individuals and families plan for financial independence in retirement. As a Certified Financial PlannerTM and Fiduciary Advisors we’re legally bound to work with the highest integrity and transparency, and to always put your needs above all else.

SHP Financial is an independent financial advisory firm with the mission to help today’s retirees have quality of life and financial stability throughout their retirement years. Our independence allows us to recommend the best strategies to help you realize your retirement objectives without forcing your investments into a cookie cutter portfolio. We don’t work for a brokerage firm or a bank, so we are able to recommend what we truly feel will help you live financially secure in any economy.

Unlike many financial planners, we see retirement planning not as a one time event, but as a “journey” we’ll take with you for the rest of your life. We believe it’s critical to personally get to know each Client – from their financial situation, to their health and lifestyle, to their dreams and goals for retirement. With that vital information, we begin the 5-Step SHP Retirement Road Map process.

SHP Financial Simple 5-Step Retirement Road Map Process - The SHP Retirement Road Map - is a customized written plan designed to help get you To and Through Retirement by focusing on 5 key areas of your financial life including:

Income Planning
Investment Planning
Tax Planning
Health Care Planning
Legacy Planning

Once we develop your plan, we will not stop there. Now, begins the journey. We will be there to help you implement and manage your plan every step of the way for the rest of your life.






Investment Advisory Services are offered through SHP Wealth Management LLC., an SEC registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. No statements made shall constitute tax, legal or accounting advice. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

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

By contacting us, you may be offered information regarding the purchase of insurance and investment products.