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

Craig Oshrin

Brand Built

Founding Member

CarePatrol Franchise Systems, LLC

Senior Care Advisor 

REMAX Real Estate

Team Leader 

Coldwell Banker Residential Brokerage

Real Estate Agent

Licensed Realtor

C & O Helpers, LLC

C&O Helpers specializes in crating of Fine Art, freight delivery service, commercial moving in corporate buildings, on-site handyman services, and corporate cleaning services.

With 13+ years experience serving the Fairfield County, Westchester County and NYC area, we are ready to help your business look it's best, handling internal moves, cleanup, and external storage.

Senior Care Advisor & Web3 Content Creator

Craig Oshrin: Leading with Heart in Real Estate, Senior Care, and the Digital World

In Lower Fairfield County, I, Craig Oshrin, blend real estate expertise, compassionate senior care, and Web3 innovation. My journey in real estate at RE/MAX Heritage, combined with fourteen years leading a senior-focused moving company, has shaped a unique approach to navigating life's transitions, including the realms of assisted and independent living, and memory care.

At my core, I believe in the intertwining of emotional intelligence and factual decision-making to create deeply impactful solutions. This philosophy guides my senior care approach, focusing on trust, transparency, and personalized strategies.

Venturing beyond, my fascination with Web3 propels me to explore digital innovation, aiming to enlighten and engage through content that highlights significant projects and leaders in the community.

With CarePatrol, I offer top-tier, cost-free concierge services to families, merging senior placement with real estate assistance, and ensuring secure, high-quality living solutions in Fairfield County.

My path is defined by integrity, prioritizing relationships, loyalty, emotional intelligence, and trustworthiness. These principles mark me as a dedicated leader, committed to making a difference in real estate, senior care, and the digital landscape.

Together, let's navigate life's challenges and opportunities with passion and integrity.

Are you ready to embark on this transformative journey with me?

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The Battle

Patrick Shope

Craig Oshrin

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