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

ATK Financial Prosperity, LLC.

• Financial education and planning to empower you during your financial journey.
• Financial Planning and Investment Management for Field Leaders in the Retail Industry.

Owner

Zurich North America

• Focus on process transformation and improvements, supporting the General Accounting department.
• Led various projects to implement new initiatives with appropriate accounting infrastructure within SAP.
• Spearheaded automation of accounting processes leveraging Alteryx and Power Platform (Power Automate, Power Apps and Power BI).
• Developed an analytics pipeline to assist with the monitoring of Balance Sheet reconciliations, providing insights to help prioritize risk areas. This resulted in a reduction of reconciling aging items by more than 45% and improved the quality of item classificaitons within the reconciliation software.
• Governance responsibilities over 3rd party vendors to ensure quality and service level agreements.

Project Leader - Financial Accounting & Reporting 

Northern Trust

• Preparation, analysis and review of financial statements in accordance to Statutory (STAT) and GAAP principles.
• Implemented SAP Financial Asset Management to support Insurance companies and their complex investment portfolios, covering fixed income, equities, alternatives and derivatives.

Manager - Investment Accounting and Reporting Services

• Supported institutional clients and their investment portfolios for defined benefit plans, defined contribution plans, foundations and endownments.
• Led a team of analysts, responsible for the audit and ongoing maintenance of financial reports for assets under custody. Assets consisted of equities, fixed income, alternatives and derivatives. 
• Managed the daily workflow and performance of the team and acted as the escalation point for clients and the Relationship Management team.
• Track record of successful projects delivery, consisting of both international and domestic assignments.

Team Leader - Financial Reporting (Client Valuation Reporting)

Financial Advisor to RETAIL Industry Leaders | Ongoing simplification of your personal finances | Founder at ATK Financial Prosperity, LLC

If you or somebody in your household has a career in the RETAIL industry, you have found the financial planning firm for you.

I do my best work with Retail professionals who are part of the following teams:

  • Field Operation Leaders, such as Store Management, District Leaders, Regional Leaders, VPs and SVPs.

Visit ATKFP.COM to learn more.

I have over 14 years in the financial services industry, mostly spent within the investments landscape supporting institutional clients.

  • ~ 11 years in financial reporting and accounting for complex investment portfolios such as 401Ks, pensions, general accounts, endowments and foundations. During this time, I was able to see all the moving parts of an investment portfolio, which led my passion for personal finance, investments and planning for a great future.

  • ~ 3 years working for a large multinational Insurance company within their corporate accounting department leading projects on technology based improvements.

It is the proactive financial planning that gave me the opportunity to be able to start my own firm. The financial stability that financial planning can bring provides more options to live life on your terms.

One of my core values is helping people. I also like numbers and analyzing data. As a financial planner (a lot of numbers and data), I get to help people with their financial prosperity. It is the perfect job for me!

I am horrible at selling. Since I have my own firm, that might be a bad thing since I need to "sell" my services. But this is good for my clients. They don't need to feel they are part of a salesy and pushy process. My firm focuses on building long-term relationships, so we can be your financial advisor throughout your financial journey.

Personal finance is not easy. It is a continuous journey with many moving parts. But you don't have to do it alone. Finding someone you can trust with your finances is a big task, which is why it is important that the engagement is focused on a long-term relationship and not a transaction.

Comprehensive financial planning brings clarity to everything money related in your life. It is the alignment of your financial capital with your values and goals. That alignment serves as the guide to take you to your financial prosperity destination. It helps you stay disciplined, overcome the challenges we will face but most of all, it lets you focus on life.

*Posts are for informational purposes only and are not advice.

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