Financial Experts Keith Ellis and Derek Gregoire Featured in Newsweek Magazine

Derek L. Gregoire and Keith W. Ellis were recently featured in Newsweek Magazine as two of America’s Premier Financial Experts.

Plymouth, MA– February 3, 2013 – Keith Ellis and Derek Gregoire, Co-Founders of SHP Financial, LLC, were recently featured in Newsweek Magazine along with other leading financial professionals as two of America’s Premier Experts’® “Financial Trendsetters.” In the Newsweek feature, Derek Gregoire, Keith Ellis and other leading financial experts were showcased for their forward thinking and successful strategies for wealth management, retirement planning, wealth building and 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As the shift from outdated and impractical “Wall Street Style” financial planning becomes more pronounced, the modern ideas of safety, guarantees and certainty have become Mr.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.”

Keith Ellis has been a part of SHP Financial since 2003 as one of its founders. He is one of the senior partners at SHP Financial, responsible for all financial services including SHP’s conservative investment solutions.  Keith’s philosophy on retirement is untraditional; his conservative solutions have allowed clients to enjoy the money that they have worked diligently to accumulate which allows them to live a stress free retirement.

Derek Gregoire co-founded SHP Financial in 2003. Currently, he serves as a Senior Producer on the Wealth Team, as well as head of the Client Income Planning Committee. He is passionate about helping clients plan for their current and future income goals in a financially conservative manner.

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 show 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 recently shot a segment for the new season of the Consumer Advocate, which will air on ABC, NBC, CBS, and FOX affiliates around the country later in 2013. Additionally, Keith’s publications in Forbes magazine, The Wall Street Journal, USA Today and Newsweek will be seen in the coming months of 2013 and he is currently writing a book with co-author, Tom Hopkins.

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 recently shot a segment for the new season of the Consumer’s Advocate which will air on ABC, NBC, CBS, and FOX affiliates around the country later in 2013. You will see Derek Gregoire’s upcoming publications in Forbes magazine, The Wall Street Journal, USA Today and Newsweek later in 2013; he is currently co-authoring a book with Tom Hopkins.

Derek Gregoire is insurance licensed in the state of Massachusetts.

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