SHP Financial

Located in historic Plymouth, SHP Financial is a retirement-focused financial advisory firm serving families throughout the South Shore and beyond. We specialize in helping people approaching retirement move from saving to spending with a strategy they understand. Through our five-part SHP Retirement Road Map®, we coordinate retirement income, investment management, tax-efficient strategies, healthcare and Medicare planning, and estate and legacy planning. As independent fiduciaries, we offer objective guidance with no outside company pressure.