SHP Financial is a financial planning and wealth management firm based in Plymouth, Massachusetts, with additional fully staffed offices in Hyannis and Woburn. For more than 20 years, the firm has provided holistic financial guidance in New England, with a focus on people approaching or living in retirement. Its process, called the SHP Retirement Road Map®, is designed to help clients plan for their goals and receive ongoing support as they put their plans into action.

SHP Financial offers services in retirement income, investment, tax, healthcare, and legacy and estate planning. Its advisors assess portfolios, identify potential growth and fee-reduction opportunities, and help clients prepare for healthcare costs and the transfer of assets to loved ones or charities. The firm also provides educational resources, including a retirement-planning book, downloadable guides, a podcast, events, and a newsletter. Through personalized financial strategies and continuing guidance, SHP Financial helps clients make informed decisions and plan for a more confident retirement.