Succession Planning

Does your investment portfolio match your goals? Do you understand how your holdings will help protect and grow your wealth? Is your estate plan current? Have you created a financial plan?

At SHP Financial, we believe that retirement should be a time to enjoy life, free from financial worries. To help you achieve this, our team of financial professionals offers comprehensive financial retirement planning services that address all your financial needs and concerns.

We specialize in serving individuals who are approaching or in retirement and offer a range of wealth management services. With coverage in Plymouth, Hyannis, Woburn, Braintree, Westborough, and beyond, we are well-positioned to provide personalized financial guidance to clients across Massachusetts.

If you are looking for : 

  • Business owner retirement planning
  • Business succession strategies
  • Business transition planning
  • Business succession planning strategies
  • Certified succession planning 
  • and more...

...our team can help. With a foundation that is based on relationships and not transactions, combined with a full planning process that is truly unique, come see the difference a sheltered harbor can provide during your future adventures.

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How We Work With You

Want to know more about our process? Connect with our team today. 

Income Planning

On your Retirement Road Map®, we’ll evaluate your current income and we’ll help to ensure your expenses can be paid month to month with reliability and predictability. Next, we’ll help ensure that we’ve maximized your social security, investigate your pension options & decisions, plan for scenarios like a premature death of a spouse, inflation, and take other considerations critical for your income plan.

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Investment Planning

Depending on your risk tolerance and risk capacity, we’ll create portfolios that are customized to your overall financial goals. By being an independent Registered Investment Advisor, we are not tied in with a large “wire house” institution, which means we can offer a universe of funds and equities to create cost-efficient and high-quality portfolios.

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Legacy Planning

By working collaboratively with estate planning attorneys, we can help maximize the amount that your loved ones will inherit, help control how the money is to be given, and minimize the taxes that are paid.

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What Our Clients Say

With almost 20 years in business, SHP Financial has garnered many fans in our clients, both long and short-term. Our top-notch expertise, trustworthiness and family-like atmosphere make us the go-to for comprehensive and unbiased financial advice in New England. But don’t take our word for it – keep reading to see what our clients have to say about us.

Steve and Amy Ramondi

(Client Since 2017)

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.

Mike Cambra

(Client since 2015)

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.

David Sousa

(Client since 2019)

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.

 These clients were 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.

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THE SHP FINANCIAL RETIREMENT ROAD MAP® PROCESS

All of the financial services we offer fall under one of the five key areas of our SHP Retirement Road Map® process. 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 toward having the retirement you’ve always dreamed of! Click below to schedule a complimentary, no obligation consultation today!

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.