Today we’d like to introduce you to Matthew Peck, CFP®, Derek Gregoire, and Keith Ellis.
The principals of SHP Financial joined together in 2003 to offer independent retirement and financial planning devoted to the conservation of assets and lifetime income.
After spending their initial years in finance working for a larger brokerage firm, they quickly realized that they wanted to be independent. They didn’t want to be beholden to any particular bank or institution, forced to offer only their particular products to clients regardless of what may be in their best interest.
So, in 2003, they came together to start their own independent financial and retirement planning firm and have built it to the industry leaders we are today.
Great, so let’s dig a little deeper into the story – has it been an easy path overall and if not, what were the challenges you’ve had to overcome?
The largest obstacle was getting the right team in place around us to bring our services and our culture to a higher level. There have been some ups and downs along the way but we have a strong team in place now who are all dedicated to the firm’s mission of guiding our clients to and through retirement.
Please tell us about SHP Financial.
What is the secret to our success? In our firm’s 52 years combined experience in financial services, we have identified five distinct areas of risk for retirees, that when addressed properly, allow our clients to have the confidence and clarity to live the type of retirement they want and deserve. To address each of these five areas, we’ve developed a proprietary and trademarked, five-step process, which we call The SHP Retirement Road Map®. This five step process allows us to effectively address each of the five areas of risk, to build you a retirement plan that isn’t just dependent on a booming market. It’s built to perform in any economy. It’s a written plan for success, because when our clients succeed, we succeed.
Do you look back particularly fondly on any memories from childhood?
Spending quality time with my parents.
Contact Info:
- Address: 225 Water Street, Suite C210, Plymouth, Ma (main headquarters)
Satellite offices in Woburn, Westborough & Hyannis - Website: www.shpfinancial.com
- Phone: 508-746-2400
- Email: beckyl@shpne.com
- Facebook: https://www.facebook.com/SHPFinancial/?ref=bookmarks
- Twitter: https://twitter.com/shpfinancialMA
- Yelp: https://www.yelp.com/biz/shp-financial-plymouth
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