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

Andy Krafft, CPA, CFP®

Tax Senior - Private Client Services

Many of the people I work with are 5–10 years from a major transition.

Some are business owners preparing for an eventual exit. Others are high earners who’ve spent the last decade grinding and are ready to shift their focus toward family, freedom, or more meaningful work.
 
They’re not looking to retire in the traditional sense.
They’re looking to regain control of their time.
 
That kind of freedom doesn’t happen by accident. It takes structure, strategy, and intentionality, especially when your income is high and the stakes are even higher.
 
I help clients build a life where work is done on their terms, not out of necessity. 

That means high-touch financial planning, sound investment decisions, and proactive tax strategy, all designed around what actually matters to them.
 
Because financial freedom isn’t the finish line. It’s just the point where you stop chasing and start choosing.

Financial Planner

These types of posts are quite frustrating. 

- Take a day where the market is down (barely). 
- Screenshot the biggest movers. 
- Pump fear with big red blocks. 

I understand these posts get clicks, but it’s brought us to the point where people freak out over a 1-2% dip in the market. 

That’s not to say a correction is not imminent (at some point).

But it seems we’ve forgetton that roughly 50% of days in the stock market are down. 

So if you’re looking at it every day, especially if you’re consuming a lot of social media, you’re going to be fed doom and gloom at least half the time. 

Take a step back. 
Remember the long-term vision. 
Don’t let fear and panic derail your plan.

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The Battle

Patrick Shope

Andy Krafft, CPA, CFP®

Followers

Posts

Engagements

Likes

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