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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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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 | Facebook
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