At SHP Financial, we believe everyone should be able to live the retirement they've always wanted. Our team of professionals can help you create a well-thought-out strategy to help you address your financial needs and concerns. We offer a wide range of financial planning and wealth management services focused on individuals who are in or nearing retirement age.
From our main office in Plymouth MA, our fully staffed offices in Hyannis and Woburn, and our satellite offices in Braintree, Westborough, and Dartmouth, our goal is to help you manage your finances so you can pursue your goals. Once we help develop your plan, we will not stop there. Now begins the journey.
From our main office in Plymouth MA, our fully staffed offices in Hyannis and Woburn, and our satellite offices in Braintree, Westborough, and Dartmouth, our goal is to help you manage your finances so you can pursue your goals. Once we help develop your plan, we will not stop there. Now begins the journey.
Services
At SHP Financial, we offer a wide range of financial planning and wealth management services focused on individuals who are in or nearing retirement age. We pride ourselves on developing thorough, written retirement plans and micromanaging every aspect of our retirement, so that you can rest easy, knowing that your assets are well-positioned to match your personal goals and to help provide reliable income in retirement.
The Finance Intern will be part of a new and growing team of financial professionals with a project oriented focus towards the betterment of our day to day client financial targeted interactions.
As a key member of the SHP Team, the intern will work on building client portfolios and running various scenarios in our SHP Portal technology system, assisting in client meeting preparation, and a variety of financial focused projects that will help the organization increase the high touch level of service we provide to clients.Record notes from every client conversation in the Redtail database, alert Partners if issues arise.
As a key member of the SHP Team, the intern will work on building client portfolios and running various scenarios in our SHP Portal technology system, assisting in client meeting preparation, and a variety of financial focused projects that will help the organization increase the high touch level of service we provide to clients.Record notes from every client conversation in the Redtail database, alert Partners if issues arise.
We're looking for people to join the team who are as excited as we are to help build brighter futures for our clients. Inspired by the sheltered harbor that drew the Pilgrims to the waters off our flagship office, we strive to provide the comprehensive and unbiased advice that is missing in our industry.
You can visit us online at shpfinancial.com to request a visit or email ask@shpne.com. If you are attending one of our financial workshops, refer to the blue sheet in your workbook for specific days and times we have set aside for workshop attendees. Please circle two or three appointment times on the blue sheet and an SHP Financial Team member will be by to collect your blue sheets at the end of the night.
We've taken it upon ourselves to gather and create thoughtful and strategic material on a variety of topics that are just for you! We hope you find our books and guides helpful, and if you would like to take it a step further, sign up below for a complimentary review of your current strategies. Certain guides and content for publication were either co-authored or fully provided by third party marketing firms.
Reviews (2)
Mark H.
Dec 16, 2014
Report
Bianca S.
Mar 03, 2014
Report
I have used this company to buy structured settlements (annuities). They have some of the best rates going. You can get a weekly email with current offers. They will meet you at your home or their office and answer all of your questions. They have a good staff, it's not just a one or two man operation. You can contact them anytime with your questions and will get timely advice.
