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

Dillon Consulting Limited

● Preparing Electrical design packages using Autocad and Revit
● Experience in lighting calculations using AGI32
● Good understanding of Canadian Electrical Code book
● Lighting Design, Power Design, System Design, Single Line Diagram, Load Calculation, Voltage Drop Calculation

Electrical Technologist

Apna Dollar

● Simplifying everyday finance for everyone aspecially Immigrants 
● Creating engaging and entertaining content on Instagram and YouTube
● 6k+ family across social media 
● Generated 500K+ views on Personal Finance content on Instagram in 30 days

Content Creator

Student Intern

SENSEWELL INSTRUMENTS PVT. LTD.

Internship Trainee

Helping Immigrants with Personal Finance | 1M+ Views on IG | Content Creator | Electrical Technologist Specializing in Design with Proficiency in AutoCAD, Revit, AGI32

I am an ordinary immigrant like you, came as an international student with big dreams to pursue engineering. When I decided to come to Canada, I wasn't sure about the outcome or if I would succeed.

I landed a part-time job within a month of arriving in Canada. However, balancing studies, assignments, a part-time job, and daily household chores was incredibly challenging. Despite the difficulties, I managed to complete my two-year college program, secure a job as an Electrical Technologist, and obtain permanent residency (PR). it might seem like I've achieved success.

However, I'm driven to pursue something unique and impactful, especially for fellow immigrants. Finance happens to be one of my strengths, yet I've noticed how challenging it can be for newcomers to grasp a completely unfamiliar financial system in a new country.

So, I started Creating content on personal finance with a special focus on immigrants. 

Through engaging and entertaining content on Instagram and YouTube, I've cultivated a community of over 6K people, and my personal finance content on Instagram has garnered a whopping 500K+ views in just 30 days. I am on a mission to educate and empower individuals to conquer their financial goals.

➡️Beyond Content Creation;
I'm a dynamic Electrical Technologist, specializing in crafting electrical design packages using Autocad and Revit. With a keen eye for detail and a deep understanding of the Canadian Electrical Code book, I bring sparks to projects involving lighting, power, and system design. 

My expertise extends to single-line diagrams, load calculations, and voltage drop calculations, ensuring that every aspect is powered up to perfection.

➡️ Professional Progress:
I hold a technological graduate in training (TGIT) designation from NBSCETT. 

I am currently in the process of obtaining an EIT license. My application is under review, and I am required to pass two exams according to the NB Engineering Board (APEGNB). I have completed the NCESS fundamental exam, and I am scheduled to take the second exam in mid-2024.

➡️ Education:
A proud 2021 graduate from NBCC (New Brunswick Community College) with a Diploma of Education in Electrical Engineering Technology.

I also hold a Bachelor of Engineering in Electrical and Electronics Engineering from Gujarat Technological University, Ahmedabad, class of 2018.

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