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

Change Makers Consulting LLC

Change Makers Consulting LLC is a one-stop-shop for all your business needs. Officially founded in 2023, Change Makers Consulting LLC caters to the start-up business looking for guidance with scalability all the way to Fortune 500 level companies attempting to rebrand and remain relevant in this VUCA world.

Chief Executive Officer

Federal Bureau of Prisons

Reentry Affairs Coordinator

Religious Services Assistant

Correctional Officer

U.S. Security Associates, Inc.

Security Manager

With over 15 years of diverse experience in law enforcement and human services, I've cultivated a unique expertise in navigating various landscapes with precision. My attention to detail, understanding of the competitive market, and belief in the value of relationships as currency have been instrumental in my journey.

My love for small businesses and the underdog is a driving force in my work. This passion, combined with a commitment to continuous learning and growth, led me to graduate top of my class for my MBA, earning me membership in both the N.S.L.S. and Delta Mu Delta. These achievements, along with certifications in Excel, Data Analytics, and Robotic Process Automation, fuel my passion for innovation and excellence in every endeavor.

In November 2023, I launched Change Makers Consulting LLC, driven by my fervent passion for catalyzing business growth in a Volatile, Uncertain, Complex, and Ambiguous (VUCA) world, especially for small businesses and underrepresented players. Specializing in strategic solutions for startups and Fortune 500 companies alike, I excel in crafting scalable strategies and transformative rebranding initiatives.

My deep-rooted domain expertise in law enforcement and human services fuels my mission to spearhead transformation and foster continuous improvement, especially for those often overlooked. I prioritize building enduring partnerships, ensuring that every client interaction goes beyond solutions to nurturing long-lasting relationships.

I thrive on the excitement of driving change and witnessing businesses flourish, especially when it comes to supporting the underdog. Let's collaborate and unlock boundless potential together!

taplio

The Battle

Patrick Shope

Michael Moran, MBA

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