Mike Guthrie - SHP Financial

For millions of Americans, the 401(k) is the primary retirement vehicle, and for many, it’s the only account they have, supplemented by Social Security. However, the strongest retirement portfolios incorporate more than one type of account. A diversified retirement strategy includes several tax-advantaged tools working together.

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SHP’s 2025 Year in Review and a Look Ahead to 2026 Today, Matthew Peck, Derek Gregoire, and Keith Ellis, Jr. talks about SHP's 2025 Year in Review and 2026 outlook on financial planning.

Download SHP Financial’s High-Net-Worth Planning eBook Learn tailored tax and investment strategies for affluent investors.