Live Chat Software

About SHP Financial

For over a decade, SHP Financial has helped the people of New England live more secure, comfortable lives by providing safer, more secure retirement plans — built on the foundation of reliable and predictable income — to help them achieve financial security and independence.

Established in 2003, the Principals of SHP Financial joined together to offer planning advice and concepts devoted to the conservation of assets and lifetime income. Interestingly enough, the past 10 years have consisted of many unexpected results in the financial arena, and a severe market correction in 2008. SHP Financial’s methods and strategies helped our clients create a clear and predictable plan for their retirement and allowed for desired growth to ensure future income. As a result, our clients have seen firsthand just how vital it is to be guarded from the unexpected.

At SHP Financial, we’re committed to the financial independence and well-being of each and every client we serve by putting our clients’ interests above all else. It’s our mission to thoroughly understand your goals and dreams, leveraging our knowledge and experience to help you realize them. As conventional methods often prove insufficient to accomplish all of our clients’ desired goals, SHP Financial uses both traditional and alternative investment strategies to produce very successful results — just another reason why our family of clients continually refer us to their friends and colleagues.

In the New England area, SHP Financial has formed a well-respected media presence through weekly radio shows heard on multiple stations devoted to sound retirement planning advice. SHP Financial has been featured in over 390 publications nationwide in the last year including Yahoo Finance, Reuters, The Street, CNBC, The Boston Business Journal, The Boston Globe, Newsweek, Forbes, The Wall Street Journal, USA Today, and many more. SHP Financial has also been seen on NBC, FOX, ABC, NECN, WBIN and CBS affiliates around the country.

Click the link below to read the Forbes press release:

Retirement Planning Experts Keith Ellis and Derek Gregoire are Making a Difference Throughout New England 

Click the link below to read our article on Yahoo Finance:



SHP Financial’s strong support of – and adherance to – the BBB’s Code of Business Practices has resulted in the full accreditation of our company by the esteemed Better Business Bureau. We have worked hard to earn this valued accreditation and we now proudly display their emblem. This seal represents our commitment to only the best business practices in both our overall philosophy as well as our daily interactions with both current and future clients. Our active Better Business Bureau rating: A+





Similar to the goal of helping to protect our clients’ futures through support, planning and education, SHP Financial realizes the importance of assisting in the growth and future of our community. Our support of local churches, schools, hospitals and charities, including the Council on Aging and the Cranberry Hospice in Plymouth, MA. This has given us the satisfaction that we are not only helping families, but also assisting in making our community a better place.