Brought to you by: SHP Financial

 
SHP Financial was founded in 2003 by Partner’s Derek Gregoire, Keith Ellis and Matthew Peck CFP®, CIMA®. 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. As fiduciaries, we pride ourselves on developing thorough, written retirement plans that are in the client’s best interests and by micromanaging every aspect of your retirement, you can rest easy, knowing that your assets are well-positioned to match your personal goals and will help provide reliable income in retirement. 
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What’s Your #1 
"Retirement Mistake?"

This NO-COST QUIZ to identify which of the five (5) areas of retirement is potentially your biggest "Retirement Gap” right now. Take the quiz to receive your unique results instantly and suggested next steps.

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What Our Clients Say

We love it when our clients share their experiences working with us. We are here if you need us to help architect your Retirement Road Map. 

*All of the following testimonials are from current SHP Financial clients, and no compensation has been given for their statements.

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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.