SHP Financial, LLC

SHP Financial, LLC, located in Plymouth, US, offers specialized financial planning and wealth management services primarily for retirees and pre-retirees, ensuring tailored solutions for their unique financial needs. Founded in 2003, SHP Financial, LLC provides financial planning and wealth management services. The firm was acquired by Bluespring Wealth Partners, LLC in February 2026, although specific financial terms were not disclosed. SHP Financial specializes in a comprehensive suite of financial planning and wealth management services aimed specifically at individuals in or approaching retirement.

Their core offerings include the development of the SHP Retirement Road Map®, a strategic framework that encompasses five essential areas: income planning, investment planning, tax planning, healthcare planning, and legacy planning. This holistic approach is designed to help clients achieve financial security and peace of mind, ultimately addressing the unique needs and goals of retirees and pre-retirees. The firm serves a diverse client base across various geographical markets, including New England and the broader northeastern United States, ensuring a tailored service that meets local demographic needs. The end users of these services are primarily retirees and pre-retirees seeking to navigate the complexities of retirement planning with the guidance of experienced financial professionals.

SHP Financial generates revenue through a combination of advisory fees and commission-based income from insurance products. Clients typically engage with the firm through personalized financial advisory services, where they receive tailored plans designed to optimize their retirement strategies. Transactions generally occur on a fee-for-service basis, which may involve a retainer model or a percentage of assets under management, depending on the specific services provided. Additionally, the firm offers proprietary products such as the SHP Retirement Road Map®, which forms a central part of their service offering.

Revenue is derived from the implementation of these financial plans, ongoing portfolio management, and consultation services, establishing a sustainable income structure aligned with client success and satisfaction. With the acquisition by Bluespring Wealth Partners, LLC in February 2026, SHP Financial plans to enhance its financial services offerings. The acquisition will enable the firm to broaden its reach and resources, potentially allowing for the introduction of new financial products tailored for retirees. Plans for expansion into additional markets within the northeastern United States are likely to be pursued in the coming years, leveraging the support of Bluespring Wealth Partners to facilitate this growth.