Shope + Associates, LLC

Helping retirees and near-retirees develop a well-thought-out plan that gives them the confidence to make work optional and live a life of freedom. We do this by helping you manage your assets according to your purpose and values, minimize your lifetime taxes, and generate consistent income. It doesn't end there, though. We continually monitor your plan and meet with you on a regular basis to ensure your needs are met. We keep the process simple and our pricing straightforward, just like it should be.

Managing Partner | Fee-Only Financial Advisor

Shope & Company, Inc.

Operated a private wealth management firm committed to working comprehensively with client's wealth management plans. Responsible for creating investment, financial and estate planning strategies that work together to expand, manage and distribute wealth. Maintained a strong reputation for portfolio management, designing tax and estate planning concepts and strategies to meet and exceed objectives and provide implementation so the family's goals are realized.

Financial Planner | Owner

Sigma Financial Corporation

Sigma Financial Corporation is a comprehensive financial services firm committed to helping clients improve their long-term financial success. Their customized programs are designed to help manage our clients’ wealth by delivering an unprecedented level of personalized service.

Independent Broker Dealer, No Proprietary Products, 9-Time Winner of Investment Advisor BD of the Year, 3-time Winner of REP. Magazines Broker Dealer Report Card

Certified Wealth Strategist® | Financial Planner

Hantz Financial Services, Inc.

At Hantz Financial, in addition to maintaining a financial planning practice, I served in numerous capacities in the growth of the organization.  My responsibilities included:

- Training and developing first-year advisors in the Greater Detroit Region.
- Assisted the Advanced Planning Team, which was focused on solving the issues of High-Net worth clients, in the development of case studies and comprehensive financial plans.
- Helped in the growth and transition of a group of recruited advisors in Northeastern Ohio.
- Worked with advisors between Mid-Michigan and Southern Ohio to reinforce the importance of integrating estate planning into the overall financial planning process for the firm’s clients.

Financial Consultant | Co-Founder

Lennington & Associates, PLLC

Responsible for the implementation of systems and strategies to ensure clients of Hantz Financial addressed their estate planning issues and concerns.  This involved developing a process by which each financial plan included a comprehensive review by an estate planning attorney from Lennington & Associates.

Director of Business Development

American Express Financial Advisors

Served as a paraplanner for a group of experienced financial advisors.  I was responsible for numerous administrative tasks and functions enabling the practice to operate efficiently and effectively.

Paraplanner

Certified Wealth Strategist® (CWS®) | Helping those 50+ learn how to retire confidently, reduce taxes, and generate consistent income to become financially independent.

If, after reading through the short description of who I typically serve and how I work, you find that we may work well together, feel free to contact me via phone or email for a complimentary, no-obligation initial consultation.

I have been fortunate to work with an outstanding group of committed clients for many years.  While each client holds their own values and visions unique to them, a few commonalities may help you determine if you would also benefit from my services.

- Most clients are either retired or within 10 years of retirement.

- My clients place a high value on financial planning and less emphasis on taking high risks trying to generate maximum return.

- My clients are long-term investors, comfortable with a custom asset management plan based on their risk tolerance, time horizon, goals, and income needs - not day-trading. 
 
- Most clients believe that their wealth is very important to them but no more important than family, faith, health, and community.

I am a Fee-Only financial advisor who takes great pride in acting on behalf of my clients. This means I have a responsibility to put my clients' interests well before my own in all recommendations.

At the core of our relationship is a custom financial plan geared toward life events such as retirement, wealth transfer, business succession, and asset protection.

Communication is key.  In addition to regular phone calls and emails, we will establish regular face-to-face meetings, typically 2-4 times per year.  Regular contact ensures a much higher probability of finding true meaning and success in your wealth.

If you have found you’d like to have a conversation about working together, I’d be happy to dedicate an hour to getting to know you better, discussing your intentions, and determining if I can provide value to you and your situation. 

To set up an initial meeting, contact me at pshope@shopeandassociates.com or by phone at (734) 479-1400.

Patrick Shope

Derek Mazzarella, CFP®

Gateway Financial Partners

Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Insurance products offered through LPL Financial or its licensed affiliates. Gateway Financial Partners are not registered broker/dealers and are not affiliated with LPL Financial. Investment Advisory Services offered through LPL Financial, a Registered Investment Advisor.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

The financial professionals associated with Gateway Financial Partners may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Certified Financial Planner

Park Avenue Securities

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS).

Investment Advisor

The Bulfinch Group

We look to partner with our clients in order to implement the right strategies at the right time. 

Our philosophy is all about our clients taking control over their finances in order to deliver meaningful and measurable results. We want our clients to have a plan for every scenario and any financial situation. 

Our focus is on educating our clients on the four main domains that affect their lives: Cash Flow, Protection, Debt Management and Investments. Since a financial decision can affect multiple areas of a person's life, we look to integrate all four areas in the financial decision making process.  

Services:
Wealth Management
401k/Retirement Plans
Life Insurance
Disability Insurance
Health Insurance
Dental Insurance

Investment Specialist

National Life Group

I worked with clients to create a customized financial plan that focused on ensuring their financial goals and alleviating financial threats. Each client was able to obtain the proper balance between investing, wealth building, and protection.

Representative

Aflac

Aflac offers supplemental health, life, dental, and disability insurance as well as for specific conditions such as cancer insurance. Aflac’s policies are designed to alleviate the financial burden associated with a health event. Their voluntary benefit plans are designed to work with a company’s overall employee benefit offering.

Agent

Kaman Aerospace

Inside Sales Representative Intern

Let’s face it, you don’t need a financial advisor. You can learn anything you want about finances from books or the internet. You can even have a robot manage your investments. Learning about finances that way takes time. Most people I work with are too busy to manage their own finances and don’t have the time to learn. 

Together, we can build on the good things you’ve already done to improve your financial outlook while having fun in the process. More importantly we can help you have an enjoyable and fulfilling life.  

How I Help Clients:

✅	Get financially organized
✅	Find ways to address taxes now and later
✅	Create a customized investment plan/Manage Stock Options/RSUs
✅	Develop systems to potentially save more money
✅	Plan for now and retirement

The Potential Results:

✅	Build financial confidence
✅	Action is taken
✅	You can feel lighter and less stressed
✅	Increased financial knowledge
✅	You’ll save time

You can book a time on my calendar to learn more about the process and see if we are a fit for each other. 

https://outlook.office365.com/owa/calendar/DerekMazzarella1@mygfpartner.com/bookings/s/VpFghfQFNkyVJj_M6ST9-A2

Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Insurance products offered through LPL Financial or its licensed affiliates. Gateway Financial Partners are not registered broker/dealers and are not affiliated with LPL Financial. Investment Advisory Services offered through LPL Financial, a Registered Investment Advisor.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

The financial professionals associated with Gateway Financial Partners may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

 

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The Battle

Patrick Shope

Derek Mazzarella, CFP®

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