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| ![]() Massachusetts Financial Advisors Keith Ellis and Derek Gregoire Featured On CNBC.comDerek L. Gregoire and Keith W. Ellis were recently featured on CNBC.com as well as USA Today, Newsweek and other major online media outlets, including Yahoo!Finance, Reuters, MarketWatch and many others.
In Newsweek, Keith Ellis, Derek Gregoire and other leading financial professionals were showcased for their forward thinking and successful strategies for wealth management, retirement planning, estate protection, and much more. Here is what the Newsweek Magazine feature had to say about Mr. Ellis and Mr. Gregoire: -----Keith Ellis and Derek Gregoire of SHP Financial, LLC, have firmly established themselves as the foremost authority on distribution of assets and lifetime income strategies. Using their cutting edge approach and concepts, Keith and Derek emphasize the theme of safety, and lifetime income that one cannot outlive. Their brand of planning suits the sentiment of today’ As the shift from outdated and impractical “Wall Street Style” Derek Gregoire co-founded SHP Financial in 2003. As a managing partner with a degree in finance, his primary focus is based on planning solutions that are geared toward providing clients a retirement income they cannot outlive. He is passionate about helping folks plan for their current and future income goals in a financially conservative manner, as many retirees are left with the responsibility of building their own pensions. Keith Ellis has been with SHP Financial since 2003 as one of its founders. Keith earned his Bachelor’ Keith and Derek were also recently featured as special guests on The Consumer’ To read the full feature story about Derek and Keith, as seen on CNBC, please visit http://shpfinancial.com/ Learn more at http://shpfinancial.com/ About Keith Ellis: Keith Ellis earned his Bachelor’ He is a leading contributor for the Money Matters radio and television shows and works with the Plymouth Council on Aging, Plymouth Area Community Television (PACTV), Cranberry Hospice/Jordan Health Systems and the Dana-Farber Cancer Institute. Keith Ellis currently resides in Sagamore Beach, Massachusetts with his wife and child. About Derek Gregoire: Derek Gregoire graduated cum laude from the University of Massachusetts at Amherst and resides in Lakeville, Massachusetts with his wife and two children. He is involved with local organizations such as the Plymouth Council on Aging, Cranberry Hospice/Jordan Health Systems and the Dana-Farber Cancer Institute. Derek is a current member of the Million Dollar Round Table as well as a member of NAFA; he was recognized by Boston Magazine as one of their “Top Wealth Advisors” As a regular contributor to the Money Matters Radio and TV network, Derek Gregoire can be seen on NECN, and heard on radio stations WXTK, WRKO and WTKK. Derek Gregoire is insurance licensed in the state of Massachusetts. End
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