Phone: (866) 746-2401 | Visit Us!

Estate Planning

Estate planning is simply determining (while you’re still alive) where, how and when your assets should go after you die. Without a properly structured estate plan, your wishes may not be fulfilled, and your loved ones could be hurt both emotionally and financially. At SHP Financial, we believe it is not enough to simply invest your money properly.  If you want to leave your legacy to your loved ones, you must have your legal documents properly prepared.  That's why Legacy Planning is the fifth step of our Retirement Road Map process.

While the concept is simple, the vehicles, planning and implementation process can be rather complex. Because of the constantly changing estate tax laws and development of new vehicles to help you protect and transfer your assets effectively, it’s important to work with experienced estate planning professionals who stay current in this field and advise clients on a day-to-day basis. At SHP Financial, we partner with experienced estate planning attorneys to ensure that your loved ones are protected and your wishes granted.

To schedule a complimentary, no-obligation consultation to discuss your financial future to see if you are on the right track towards a secure retirement, call us today at 1-800-227-7777.

By contacting us, you may be offered information regarding the purchase of insurance and investment products.


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