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Retirement Road Map Review®
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Because your future and your retirement depends on independent unbiased financial planning.
SHP Financial | Plymouth, MA
Retirement Planning for the Future.
SHP Financial is an independent financial advisory firm that specializes in the needs of retirees. For over a decade, SHP Financial has helped individuals and families plan for financial freedom and independence in retirement.
As fiduciary advisors, we’re bound to work with the highest integrity and transparency, and to always put your needs above all else.
As an independent advisory firm, we 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 five-step SHP 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 five 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.
Take the first step towards having the retirement you’ve always dreamed of! We invite you to come in for a complimentary consultation to discuss putting together your Retirement Road Map® to get you to and through retirement.
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