Here's our story. We look forward to hearing yours.
At SHP Financial, our sole focus is YOU.
The principals of SHP Financial joined together in 2003 to offer independent retirement and financial planning devoted to the conservation of assets and lifetime income.
After spending their initial years in finance working for a larger brokerage firm, they quickly realized that they wanted to be independent. They didn't want to be beholden to any particular bank or institution, forced to offer only their particular products to clients regardless of what may be in their best interest. So, in 2003, they came together to start their own independent financial and retirement planning firm and have built it to the industry leaders they are today.
What is the secret to their success? In the firm's 70 years combined experience in financial services, they have identified five distinct areas of risk for retirees, that when addressed properly, allow clients to have the confidence to live the type of retirement they want and deserve. Their proprietary and trademarked, five-step planning process, The SHP Retirement Road Map® allows them to effectively address each of the five areas of risk:
- Estate Planning
L to R: Ellis, Gregoire and Peck speaking at a national conference to hundreds of financial advisors about the importance of operating as a fiduciary and providing value to clients beyond just the traditional investment advice.
Because your future and your retirement depends on independent unbiased financial planning.