SHP Financial

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225 Water St Bldg C, Suite C210, Plymouth, Massachusetts, 02360
(508) 746-2400
https://shpfinancial.com/

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About SHP Financial

Established January 2003

SHP Financial is an independent, fiduciary retirement planning firm headquartered at 225 Water Street in Plymouth, MA. For over 20 years, we've helped South Shore families and individuals within 10 years of retirement prepare with clarity and confidence. Our proprietary SHP Retirement Road Map® brings five key areas together into one coordinated plan: income planning, investment planning, tax planning, healthcare planning, and legacy and estate planning. As fiduciaries, we're required to put your interests first, and our advice is built around your goals, not products. Whether you're wondering when you can retire, how to turn savings into steady income, or how to reduce taxes in retirement, our Plymouth team is here to help.