Keith Ellis is a founding member of SHP Financial and an integral part of the growth of the company since 2003. For over two decades, he has been dedicated to helping his clients protect not only their current investments but also plan for and protect their retirement. This passion and the motivation behind it are solely attributed to his upbringing.
Hard work and the value behind not only the financial investment but also the time investment were instilled in him from an early age. He proudly comes from a lineage of entrepreneurs, cranberry farmers and teachers. His learning came from a hands-on approach whether it was bagging cranberries, working at his father’s side or starting his own lawn care business at 9 years old.
The passion that has burned brightest is his desire to teach. That passion has followed Keith throughout his career as he provides financial and investment advice to clients. Clients need to feel educated and empowered when making decisions regarding their retirement. Keith helped to develop the SHP Retirement Road Map®, which creates holistic retirement plans that focus on five key areas: income planning, investment management, tax optimization planning, health and long-term care planning, and estate planning.
Phone: 617-207-6791 | Email: ask@shpfinancial.com | Facebook: www.facebook.com/SHPFinancial
LinkedIn: www.linkedin.com/company/shp-financial
