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

Creators Learn

Commercial Equipment Finance Coach to Driven Entrepreneurs & Sales Professionals

Founder

Dao Financial Solutions

Founder & CEO

Summit Commercial Finance

Vice President of Sales

Achieve More, "Work" Less, Live Fully

👉 $50M+ in finance deals still can't erase the sound of metal bullet shells hitting the concrete. 

I ran home as fast as I could. I had to find a way out...

Growing up I moved 18 times trying to avoid all the problems that come with living on the wrong side of the tracks. 

Abandoned by my father at 3 and then by my adopted father at 7. I spent most of my youth hiding. 

I was playing defense. I was playing not to lose. 

My life changed when I discovered sports. 

It taught me that whatever my life was going to be, it was up to me. 

I decided to play to win.

As my love for sports grew so did my love for sales. They were the same game - a challenge.

I sold candy at school recess. 
I sold landscaping services. 
I sold basketball cards. 
I sold athletic shoes. 
I sold door-to-door.

Sales taught me to focus on the process, not the result. 

I was playing to win.

At my first professional sales job, I struggled until I stopped chasing clients and instead I started creating win-win-win strategic referral partnerships with people already in my network.

I began breaking company sales records without trying but I still felt empty. 

At that moment, I knew I was playing to win, but I was playing the wrong game. 

I was playing the employee game. 
I needed to play the entrepreneur game. 
I needed to own 100% of my results and time.

I decided to play offense & started my own commercial equipment finance company.  

This path gave me financial and lifestyle freedom to make the world my office. 

Even with this freedom, I still felt something was missing. 

Sure I created the life and business of my dreams but what about helping other sales professionals & entrepreneurs do the same by showing them this stupid simple and lucrative under-the-radar niche commercial finance opportunity.

So I created Equipment Finance Freedom to help them create their own simple & lucrative independent finance business using my same system I used to generate and close $50M+ finance deals organically without me really trying.

So now, I play, to play.

My journey has taught me that it doesn’t matter who you are or where you come from.

All that matters is that you decide to play the game all out.

P.S. Get free training at the top of my profile.

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The Battle

Patrick Shope

Jermane Cheathem

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