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How You Could Avoid 5 Retirement Planning Mistakes In 2022 And Beyond…

These are the 5 keys we share with our clients to potentially help them save money on taxes and earn more in their retirement years!

In this presentation, you will learn:

Key #1: Tax strategies that could potentially decrease your tax bill at the end of the year…

Key #2: Why saving and investing alone...doesn’t ensure that you’ll retire successfully…

Key #3: Discover the reason we take a non-traditional approach to income planning for retirement years. This approach is NOT the same one your parents or grandparents used…

Key #4: Why we recommend creating a long term plan for healthcare. A recent article in Barron’s said “...the average couple will need $469,000 for healthcare and long-term care expenses in retirement.” We want to help you create a plan that includes a solution to this potential problem…

AND More…

About The Co-Founder Of SHP Financial

Derek Gregoire
Co-founder of SHP Financial

Derek Gregoire, Co-founder of SHP Financial, understands that effective financial planning starts with strong relationships. After completing his undergraduate studies in finance at the University of Massachusetts Amherst, Derek began working in the insurance industry. While he was grateful for the opportunity to gain experience in the field, he was disheartened by the “one-size-fits-all” approach that he found to be the dominant attitude at many companies.

Inspired by the example of his father, a plasterer who always emphasized the importance of “leaving every situation better than you found it,” Derek knew that there must be a way to connect his lifelong people-first philosophy with effective financial planning.

In 2003 he joined forces with a couple of like-minded friends, and they set out to start a company that would provide independent retirement plans through strategies that were rooted in principles of cooperation, service, and faith.

Before he knew it, SHP Financial was a reality. As the company continues to grow, Derek remains deeply committed to the ideals of his father. “I always try to have a servant’s heart,” he says. To Derek, putting the reality of his client’s lives first is not merely an extra feature—it’s the only way he knows how to do business. “If you take care of the small things,” he says, “the bigger things will work themselves out. Sending that extra thank you card, making that extra phone call, doing the little things right adds up to huge success and ultimately comes down to showing people how much you care about them. We make sure that people feel like we saw them and cared about their life.”

SHP’s trademarked process, the SHP Retirement Road Map®, is a tried-and-true guide through the many challenges of income planning, investment management, tax optimization planning, health and long-term care planning, and estate planning.

A budding golfer and lifelong Patriot’s fan, Derek lives in Lakeville, Massachusetts with his wife and two sons. Whether in the office or at home, he credits his Christian faith with granting him the strength that helps him be the best person he can be every single day. He knows how important it is to try new things, to roll with the punches, and to be confident while always staying humble. “My proudest professional achievement,” he says, “is having a true full-planning practice with an amazing team where everybody cares about each other and our clients.”

The SHP Financial team and I are here to serve you. Learn ways to help secure your future and RSVP for your One on One appointment.