SHP Financial

SHP Financial Investment Advisory Services are offered through SHP Wealth Management LLC., an SEC registered investment advisor. Now, begins the journey.

For over a decade, SHP Financial has helped individuals and families plan for financial independence in retirement. As a Certified Financial PlannerTM and Fiduciary Advisors we’re legally bound to work with the highest integrity and transparency, and to always put your needs above all else. SHP Financial is an independent financial advisory firm with the mission to help today’s retirees have quali

ty of life and financial stability throughout their retirement years. Our independence allows us to recommend the best strategies to help you realize your retirement objectives without forcing your investments into a cookie cutter portfolio. We don’t work for a brokerage firm or a bank, so we are able to recommend what we truly feel will help you live financially secure in any economy. Unlike many financial planners, we see retirement planning not as a one time event, but as a “journey” we’ll take with you for the rest of your life. We believe it’s critical to personally get to know each Client – from their financial situation, to their health and lifestyle, to their dreams and goals for retirement. With that vital information, we begin the 5-Step SHP Retirement Road Map process. SHP Financial Simple 5-Step Retirement Road Map Process - The SHP Retirement Road Map - is a customized written plan designed to help get you To and Through Retirement by focusing on 5 key areas of your financial life including:

Income Planning
Investment Planning
Tax Planning
Health Care Planning
Legacy Planning

Once we develop your plan, we will not stop there. We will be there to help you implement and manage your plan every step of the way for the rest of your life.

A few members of the SHP leadership team had dinner with friends and colleagues from Curo Wealth who were in town from t...
09/03/2026

A few members of the SHP leadership team had dinner with friends and colleagues from Curo Wealth who were in town from the Washington DC area. We love sharing and learning with other firms! 🫶🏻🍣🍜🍱👊🏻

09/02/2026

Taking money from your retirement accounts without considering the tax consequences can create an expensive cycle.

In this short clip, SHP Financial’s Laura Russo asks CPA Lauren Bakken to explain why you should consult your financial professionals before making a major financial move, and why your CPA, financial advisor, and attorney should all be on the same page.



https://hubs.la/Q04vZRFC0

Celebrating our September SHP Mate anniversaries! 👏Gisele Benson (20 years), Josh Kosinski (6 years), Talia Lumley (6 ye...
09/01/2026

Celebrating our September SHP Mate anniversaries! 👏
Gisele Benson (20 years), Josh Kosinski (6 years), Talia Lumley (6 years), Mike Bagni (2 years), and Jess Frawley (1 year)

A huge congratulations to Gisele on 20 amazing years—and as SHP’s very first employee, your impact has helped shape who we are today. Thank you all for your hard work and commitment!

🚨BEWARE! It has been brought to our attention that there are Instagram + Facebook accounts pretending to be 'SHP Financi...
08/31/2026

🚨BEWARE! It has been brought to our attention that there are Instagram + Facebook accounts pretending to be 'SHP Financial'

Please do not accept or engage with these accounts. We have alerted META and reported these accounts as "spam." Thank you for your attention!

Age 50 marks the beginning of a defining decade for individuals saving and planning for retirement; the transition from ...
08/31/2026

Age 50 marks the beginning of a defining decade for individuals saving and planning for retirement; the transition from building retirement assets to refining how those assets will support life after work. During this period, retirement is close enough for more concrete estimates of spending, income, taxes, and healthcare, with several working years remaining to make adjustments.

Find out more here > https://hubs.la/Q04vXR840

08/25/2026

🚨 5 DAYS TO GO! We're almost there! In just a few days, the Plymouth waterfront will come alive with incredible vendors, amazing food, live entertainment, and thousands of visitors enjoying one unforgettable day. Make your plans, wear your comfy shoes, and get ready to shop, eat, and explore! See you this weekend! 🌊

08/25/2026
After decades of retirement saving, most retirees hope to enter this stage of life feeling prepared with a well-funded p...
08/24/2026

After decades of retirement saving, most retirees hope to enter this stage of life feeling prepared with a well-funded portfolio. Yet even the most carefully constructed financial plan can face unpredictable or underestimated expenses. Taxes, inflation, and healthcare costs can creep up on retirees, forcing financial sacrifices and lifestyle adjustments. The best retirement strategies account for these expenses in advance, helping retirees protect their resources...

Learn more here > https://hubs.la/Q04tQL3D0

Happy to support such a great cause 🍎🍏
08/22/2026

Happy to support such a great cause 🍎🍏

Happy Birthday to Advisor Jack Bettle!🎉
08/22/2026

Happy Birthday to Advisor Jack Bettle!🎉

Address

225 Water Street, Bldg C, Suite C210
Plymouth, MA
02360

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15087462400

Website

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