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Financial Planning Services
At SHP Financial, we offer a wide range of financial planning and wealth management services focused on individuals who are in or nearing retirement age. We pride ourselves on developing thorough, written retirement plans and “micro managing” every aspect of your retirement, so that you can rest easy, knowing that your assets are protected and you will have enough money to last the rest of your life.*
All of the financial services we offer fall under one of the five key areas of our SHP Retirement Road Map® process. For a detailed explanation of each service, please click on the links below:
- Income Planning
- Income & Expense Analysis
- Maximizing Social Security Benefits
- Inflation Planning
- Planning for Spousal / Survivor Benefits and Income in Retirement
- Investment Planning
- Fiduciary Model
- Institutional Money Management
- IRA / 401K Asset Planning
- Tax Planning
- Health Care Planning
- Long Term Care Planning
- Medicare / Health Insurance 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.