Take Control of Your Pensions, Buyouts, and Retirement Income
• Pension trends in the private sector
• What to consider if you’re being offered a pension buyout
• How to create lifelong retirement income if you don’t have a pension
• Strategies to help protect your wealth from market drops and taxes
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The Pension, Buyouts, & Retirement Income Guide
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SHP FINANCIAL
FOUNDING PARTNERS
Derek L. Gregoire
After receiving a finance degree and working several years in the retirement income planning field, Derek Gregoire co-founded SHP Financial in 2003 with the mission of providing independent and innovative financial strategies for retirees and pre-retirees, as well as providing customer service above and beyond industry expectations.
Derek is insurance licensed and holds his Series 65 securities license, which allows him to provide financial and investment advice, as well as personally manage investment portfolios. As a fiduciary advisor, he is required to avoid conflicts of interest, operate with full transparency and always do what is in the best interest of his clients. To read more about the unique differences of fiduciary advisors, click here to read an article in U.S. News.
Derek and his partners chose to be independent wealth advisors so they wouldn’t be limited in the tools and strategies they could provide to create the best possible retirement plans. He works with his clients to create holistic retirement plans that focus on five key areas of retirement: income planning, investment management, tax optimization planning, health and long-term care planning and estate planning. His trademarked planning process is called the SHP Retirement Road Map®.
Derek was recognized by Boston magazine as one of their “Top Wealth Advisors” in February 2010 for his skills, abilities and sound retirement planning strategies.
For the past eight years, Derek has hosted the popular “SHP Retirement Road Map Radio Show,” which airs on WBZ, WRKO and WXTK each weekend. He has also been seen on local network affiliates of NBC, CBS, ABC and FOX and featured in national publications including Kiplinger, Forbes, The Wall Street Journal, USA Today and Newsweek.
Derek is a published author, having co-written the books “SHP Retirement Road Map: Your Map to Financial Freedom” and “Victory: Winning in Health, Wealth & Success.”1
Derek graduated cum laude from the University of Massachusetts Amherst with a degree in finance. He’s active in the local community, working with organizations such as the Plymouth Council on Aging, Cranberry Hospice/Jordan Health Systems and the Dana-Farber Cancer Institute. He is devoted to his Christian faith, loves playing and watching sports and has a new-found love of golf. Derek currently resides in Lakeville, Massachusetts, with his wife and two boys.
1 The book “Victory,” co-authored by Derek Gregoire, Keith Ellis and 34 other authors.
Matthew C. Peck, CFP®
Matthew obtained his Certified Financial Planner (CFP®) certification in 2015 and is a member of the Financial Planning Association.® He is insurance licensed and holds his Series 65 securities license, which allows him to provide financial and investment advice as a fiduciary advisor. He is required to avoid conflicts of interest, operate with full transparency and always do what is in the best interest of his clients.
Matthew is the author of the book “Mind the Gap: The Cracks in the American Retirement System” and co-author of the book “SHP Retirement Road Map: Your Map to Financial Freedom.”
For over seven years, he has co-hosted the popular financial radio show “Retirement Road Map Radio Show,” which airs on WBZ, WRKO and WXTK.
Matthew, his wife, Diana, and their four children currently reside in the storied Ashmont Hill section of Dorchester, Massachusetts, not far from the Savin Hill neighborhood where he grew up. Graduating from the award-winning Boston Latin School in 1996, Matt went on to earn cum laude honors from the University of Connecticut in 2001, where he was awarded dual Bachelor of Arts degrees in History and English. In 2015, he earned Boston University’s Certificate of Financial Planning.
Keith Ellis
Keith and his partners co-founded SHP Financial in 2003, and for over two decades, he’s helped clients preserve and protect their assets, allowing them to enjoy what they worked so hard to accumulate throughout their retirement years.
Holding an insurance license and a Series 65 securities license allows Keith to provide financial and investment advice, as well as personally manage investment portfolios. As a fiduciary advisor, he is required to avoid conflicts of interest, operate with full transparency and always do what is in the best interest of his clients.
Keith has always felt his clients deserve more. Unlike many financial advisors and wire houses who focus solely on investments, Keith considers all the available tools and strategies for the people he works with. As an independent wealth advisor, Keith uses the SHP Retirement Road Map® to create holistic retirement plans that focus on five key areas: income planning, investment management, tax optimization planning, health and long-term care planning and estate planning.
Keith is co-host of the popular “SHP Retirement Road Map Radio Show,” which has been airing for over eight years on various local radio stations including WBZ, WRKO and WXTK each weekend.
He has also been seen on local network affiliates of NBC, CBS, ABC and FOX and featured in several national publications such as Kiplinger, Forbes, The Wall Street Journal, USA Today and Newsweek.
Keith is co-author of the books “SHP Retirement Road Map: Your Map to Financial Freedom” and “Victory: Winning in Health, Wealth & Success.”1
Keith earned his bachelor’s degree from Franklin Pierce University with honors, and currently resides in Sagamore Beach, Massachusetts, with his wife, two sons and their daughter. With his busy life, he still devotes time to various charities, including the Plymouth Council on Aging, Cranberry Hospice/Jordan Health Systems and the Dana-Farber Cancer Institute.
The book “Victory,” co-authored by Derek Gregoire, Keith Ellis and 34 other authors.