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Discover many of the opportunities available to help you plan for your financial future.

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 Retirement RoadMap® process. For a detailed explanation of each service, please click on the links below:

  1. Income Planning
  2. Investment Planning
  3. Tax Planning
  4. Health Care Planning
  5. 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!  Click here to schedule a complimentary, no-obligation Retirement Road Map® Review today.



Because your future and your retirement depends on independent unbiased financial planning.