Why SHP Financial?

Get started organizing, understanding, and controlling your wealth with our trademarked process called the Retirement Road Map ®.

Listen To Our Podcast

Our Retirement Road Map® by SHP Financial is a podcast empowering today’s retirees and pre-retirees to make informed financial decisions that will help allow them to pursue their biggest goals and live their best life in retirement.

Join SHP as we share actionable financial strategies and insights, as well as interview top thought leaders in the world of finance, all aimed at preparing you for the retirement you’ve always dreamed of. Our holistic planning process has helped thousands of families retire with ease. We’d love to help you too!

Latest Episodes Here >>
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Hear From Our Clients

"We find SHP to be very professional and personable . Every interaction has been excellent – things are explained fully and we feel we can ask questions at any point. We feel like SHP is part of an extended family looking out for our best interest."

Steve and Amy Ramondi

(Client Since 2017)

"From the time my wife and I listened to your radio presentation regarding your retirement philosophy we have been on board with your program.  You helped us establish what our goals were and proceeded to execute the plan to get us there. All of our questions are answered in a timely fashion and with patience. As SHP has grown, you have not lost your sense of personal contact.  We appreciate the time and effort shown to us."

Mike Cambra

(Client since 2015)

"Since joining SHP and working with Mark Kenney my stress level about my financial future has been reduced. I have been able to accomplish all the tasks I needed to prepare for and executing an early retirement. I know whatever the future holds I will be prepared properly."

David Sousa

(Client since 2019)

This testimonial was given by a current client. The client was not compensated, nor are there material conflicts of interest that would affect the given testimony. The testimony may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services

Book A Consult With Our Team

Investment Advisory Services are offered through SHP Wealth Management LLC., an SEC registered investment advisor. Insurance sales are offered through SHP Financial, LLC.  Our advisors and insurance reps may offer clients advice and/or products from each entity. No client is under any obligation to purchase any insurance product. No statements made shall constitute tax, legal or accounting advice. You should consult your own legal or tax professional on any such matters. Offices in Westborough, Marlborough, and Braintree are offices of convenience and only used for client meetings. *Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.
Certain guides and content for publication were either co-authored or fully provided by third party marketing firms. SHP Financial utilizes third party marketing and public relations firms to assist in securing media appearances, for securing interviews, to provide suggested content for radio, for article placements, and other supporting services. By contacting us, you may be offered information regarding the purchase of insurance and investment products.
The SHP Retirement Road Map ® is a registered service mark of SHP Financial, LLC. All other trademarks, registered trademarks or service marks belong to their respective holders.