What a year it's been. 2022 was one of the toughest financial years we've seen in our lifetimes. The state of the markets is concerning, but we've never been prouder of our team and what we've been able to do for our clients.

With that in mind, today's episode is all about what we've done behind the scenes to position our clients for success. As we prepare to celebrate our 20th anniversary at SHP, we're excited to talk to you about our new hires, our charity work, and what to look for as you consider a financial advisor or retirement plan.

In this podcast interview, you'll learn:

• How we're leveling up our customer service as we go into 2023.
• What we did to support our veterans, the Cape Wildlife Center, and the Plymouth Thanksgiving Parade.
• The key things to look for as you select an advisor or retirement plan–and how to tell if the Retirement Road Map process is a good fit for you.

Want the Full Show Notes?

To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast

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