SHP Financial is a financial planning and wealth management firm based in Plymouth, Massachusetts, serving clients across New England. With more than 20 years of experience, the firm focuses on helping people who are approaching or living in retirement pursue greater financial confidence. Its team provides personalized guidance through the SHP Retirement Road Map®, a comprehensive planning process designed to address clients’ needs and goals and support them throughout retirement.

SHP Financial’s services include income, investment, tax, healthcare, and legacy and estate planning. The firm helps clients develop retirement income strategies, assess investment risk and identify opportunities for growth or fee reduction, plan tax-efficiently, prepare for healthcare costs, and arrange the transfer of assets to loved ones and charities. SHP has its main office in Plymouth and fully staffed offices in Hyannis and Woburn.

To support clients and prospective retirees, the firm also offers educational resources, including a retirement-planning book, downloadable guides, a newsletter, blog articles, events, and the Retirement Road Map® podcast.