Is SHP Financial by appointment only?

Yes, SHP Financial is by appointment only.

Specialties

At SHP Financial, we believe everyone deserves to spend more time living and dreaming than wondering and worrying during retirement. Our team of financial services professionals can help you create a well-thought-out strategy utilizing holistic financial planning to address your financial needs and concerns, leaving no stone unturned. 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, Massachusetts, 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. We will be there to help you implement and manage your plan every step of the way for the rest of your life. Take the first step toward having the retirement you’ve always dreamed of!

History

Established in 2003.

Derek Gregoire, Keith Ellis, and Matthew Peck joined together in 2003 with one goal: to help their clients spend more time living and dreaming than wondering and worrying in retirement. With the trademarked Retirement Road Map® process and a team of almost 50, we strive to provide the comprehensive and unbiased advice that is missing in our industry. In a world of data and numbers, we are that friendly face that provides a breath of fresh air and with it, the clarity and confidence that is necessary to embark on the next chapter of your journey. We strive to make a difference for people who are willing to go all-in and want to be guided by our trusted professionals. With a foundation that is based on relationships and not transactions, combined with a full planning process that is truly unique, come see the difference a sheltered harbor can provide during your future adventures.

Meet the Business Owner: Derek G.

Derek Gregoire understands that effective financial planning starts with strong relationships. In 2003, he joined forces with Keith Ellis and Matthew Peck to create SHP Financial. SHP’s trademarked process, the SHP Retirement Road Map®, is a tried-and-true guide through the many challenges of income planning, investment management, tax optimization planning, health and long-term care planning, and estate planning. A budding golfer and lifelong Patriot’s fan, Derek lives in Lakeville, Massachusetts with his wife and two sons. Whether in the office or at home, he credits his Christian faith with granting him the strength that helps him be the best person he can be every single day. He knows how important it is to try new things, to roll with the punches, and to be confident while always staying humble. “My proudest professional achievement,” he says, “is having a true full-planning practice with an amazing team where everybody cares about each other and our clients.”