SHP Financial of Woburn

SHP Financial of Woburn is a financial planner in Woburn, MA. The firm specializes in assisting clients who are in or nearing retirement, offering comprehensive financial planning and wealth management services. It operates with a main office in Plymouth, Massachusetts, and fully staffed offices in Hyannis and Woburn. The company holds a 5.00 rating based on customer reviews.

The firm’s approach is rooted in a planning process called the SHP Retirement Road Map, which guides clients through five specific areas: income, investment, tax, healthcare, and legacy planning. Income planning focuses on establishing a steady cash flow, maximizing Social Security benefits, and preparing for inflation. Investment planning involves assessing risk tolerance, diversifying portfolios, and minimizing taxes and fees. The firm also offers tax planning services as part of this holistic strategy. SHP Financial was co-founded by Derek Gregoire and Keith Ellis, who established the company in 2003. The team includes Matthew Peck, CFP CIMA, and other financial professionals who provide personalized guidance. The company maintains a charitable partnership structure, including an annual giving fund and a program where team members dedicate two business days annually to assist local charitable organizations.

SHP Financial of Woburn is located at 400 Tradecenter Dr Suite 7810.

The business is known for its positive customer rating and its focus on providing unbiased, relationship-based financial guidance. It serves the Woburn area as part of a multi-office network dedicated to retirement planning.

SHP Financial of Woburn provides specialized retirement planning services in Woburn, MA, supporting clients in managing their finances for a secure future.