Important Retirement Planning Decisions
This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis are talking about decisions. Your whole life is made up of decisions and that goes for your financial situation as well. The guys will bring back Attorney Keith McManus, of McManus Estate Planning, to talk about the 4 major benefits of setting up a trust. Setting up a trust, is a very important decision to consider in regards to the estate planning part of SHP’s 5 step Retirement Road Map® process. Retirement planning comes with a lot of decision making and SHP Financial wants to help make sure you are prepared for that. Also, if you haven’t already done so, make sure to download our audio book by texting shpbook to 21000.