How SHP Financial Is Providing Better Service and Advice in 2026 It’s a new year and as we look ahead to 2026, Derek Gregoire explains how the firm has moved far beyond traditional “sales-first” financial advice into truly comprehensive planning. In this short clip, he’ll walk you through a real-life example that shows how coordinated access to CFPs, CFAs, estate attorneys, and advanced planning tools allows clients to see everything in one place and make smarter, more confident decisions. This
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Two Examples of New Services SHP Financial Has Added in 2025 In this short clip, Matthew Peck shares two examples of how SHP Financial expanded its investment capabilities in 2025 to better serve retirees. He explains how municipal bond portfolios built with individual bonds and direct indexing strategies allow tax planning and investment management to work together. These additions reflect SHP’s ongoing commitment to evolving its services and staying at the cutting edge of modern financial plan
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At SHP Financial, we design our experiences with a primary focus on fostering human connection, a vital element, especially in today’s world. Here’s a glimpse into our recent event, "Unreasonable Gratitude," featuring guest speaker John Israel, also known as Mr. Thank You. We’re dedicated to creating meaningful interactions that enrich our SHP community! | SHP Financial
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The Importance of Tax Planning When Withdrawing From Taxable Investments Every withdrawal is a tax decision—whether you realize it or not. Once you retire and start creating your own paycheck, how and where you pull money from can dramatically impact your taxes, cash flow, and long-term plan. In this clip, SHP Financial’s Keith Ellis Jr. and Mike Guthrie highlight an important point: Without a strategy, retirees can easily be caught off guard by unexpected tax bills, higher Medicare costs, and r
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The History of SHP Financial with Derek Gregoire, Keith Ellis and Matthew Peck CFP®, CIMA®
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