Massachusetts Financial Advisors Keith Ellis and Derek Gregoire Featured On

Derek L. Gregoire and Keith W. Ellis were recently featured on as well as USA Today, Newsweek and other major online media outlets, including Yahoo!Finance, Reuters, MarketWatch and many others.

Plymouth, MA – July 25, 2013 – A feature story about Keith Ellis and Derek Gregoire, Co-Founders of SHP Financial, LLC, was recently seen on as well as the other major online publications such as Yahoo! Finance, The Boston Globe, The Street, Los Angeles Daily News and MarketWatch, among many others. In addition, Keith and Derek were recently featured in USA Today as well as Newsweek as one of America’s PremierExperts’® “Financial Trendsetters.”

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’s Baby Boomers and investors who express, as their number one fear, running out of income.

As the shift from outdated and impractical “Wall Street Style” financial planning becomes more pronounced, the modern ideas of safety, guarantees and certainty have become Mr. Ellis and Mr. Gregoire’s signature approach. If you were to review a successful income plan from a protected, secure New England family, it will have the distinct markings of SHP Financial, more specifically Derek Gregoire and Keith Ellis.”

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’s degree from Franklin Pierce University with honors. He is one of the managing partners of SHP Financial, and is responsible for helping clients achieve their financial goals by providing them conservative investment solutions as well as many unique alternative investments exclusive to SHP Financial. Keith’s philosophy on retirement is different than the traditional line of thinking.  His conservative solutions have allowed his clients to enjoy what they have worked so hard to accumulate, and allow them to live a stress free retirement.

Keith and Derek were also recently featured as special guests on The Consumer’s Advocate television show, seen on NBC, CBS, ABC and FOX network affiliates around the country. Their latest book, Victory!: The World’s Leading Experts Reveal Their Secrets for Winning in Health, Wealth, & Success in the New Economy, reached best-seller status in four categories upon release.

To read the full feature story about Derek and Keith, as seen on CNBC, please visit

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About Keith Ellis:

Keith Ellis earned his Bachelor’s degree from Franklin Pierce University with Honors.

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” in February 2010.

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.

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