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 we are today.
What is the secret to their success? In our firm's 52 years combined experience in financial services, we have identified five distinct areas of risk for retirees, that when addressed properly, allow our clients to have the confidence and clarity to live the type of retirement they want and deserve.
Our proprietary and trademarked, five-step process, The SHP Retirement Road Map® allows us to effectively address each of the five areas of risk, to build you a retirement plan that isn't just dependent on a booming market. It's built to perform in any economy. It's a written plan for success, because when our clients succeed, we succeed.
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.