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

GoRise Media™

Done-for-You Capital Magnet System for Capital Raisers to Attract High Net Worth Investors Without Lifting a Finger.

Founder

I used to design social media creatives, mostly LinkedIn Profile Designs & content designs, helped over 100+ founders -> Now, I am focusing on growing my GoRise Venture

Content Designer

I do LinkedIn Profile Optimization & Branding for Founder's & Creators + Carousels & Cheatsheets - For Better Leads Conversions

I know your goal on LinkedIn is simple:

To attract accredited investors and raise capital, without chasing or cold pitching...

But right now, you might be dealing with:

A) Building your audience, but not getting real investor interest
B) Spending hours on content, DMs, or engagement with little ROI
C) Profile views that don’t convert into trust or capital
D) Watching other firms closing deals online while you know your deals are better

At the start of 2023, I was in the same position.

After months of trial and error  and working with 25+ founders in Real Estate, I developed a better system:

The Capital Magnet System™

Step 1: Position You for Credibility & Trust
→ We upgrade your presence so serious LPs know you’re the real deal — in seconds.

Step 2: Authority Content Engine
→ Without lifting a finger, your feed starts showing up with insights that attract the right eyes — and build long-term confidence.

Step 3: Strategic Visibility & Engagement
→ We get your name in the right investor conversations — without being salesy or spammy.

Step 4: Inbound Capital Flow
→ Our system triggers conversations that feel natural — but lead to real capital raised.

Step 5: Reporting & Optimization
→ You’ll see what’s working, what’s moving, and what’s next — without micromanaging a thing


It’s a done-for-you system that helps Capital Raisers consistently attract $100K–$500K in investor capital all without burning 3+ hours a day on LinkedIn.

If you're ready to raise more and actually look like the firm investors want to fund:

👉 Click “Book an Appointment” or DM me “Capital” to get started.

Arpit Sharma

I’ve restarted my business 5 times in the last 2 years. 

Each time felt like a failure.

Now I see it as training.

Every restart had a story behind it:

- Wrong clients.

- No clear offer.

- Burnout from trying to do everything myself.

- Bad health that forced me to slow down.

- Distractions that pulled me away right when momentum started building.

But each restart gave me something no course ever could, clarity.

Clarity on who I want to help.

Clarity on what actually moves the needle.

And clarity on how much I’m willing to risk to build something that matters.

Yesterday, I was helping a friend who said,

“Bro, I feel lost. I’ve tried everything, but nothing seems to click.”

I smiled, because I’ve been there.

You’re not lost. You’re just learning where not to go.

If you’re restarting again, it doesn’t mean you failed.

It means you’re still in the game.

We help Real Estate Firms attract Accredited Investors via LinkedIn using our Capital Magnet System in 90 days | Trusted by 25+ Real Estate Firms

If I had to raise capital using just LinkedIn,

Here’s what I’d do for 7 days.

Day 1 – Fix your LinkedIn profile
Day 2 – Build your Sales Nav prospect list
Day 3 – Write 7 value-driven content posts
Day 4 – Send 5 friendly, no-pitch DMs
Day 5 – Post again, check profile views
Day 6 – Share a deck or lead magnet
Day 7 – Follow up with warm prospects

That’s it. One week.

No begging. No cold calls. No fake urgency.

Just showing up with clarity, value, and direction.

Now, 

Repeat. Refine. Follow up.

Because consistency, not virality, is what closes real capital.

P.S: If you want to get your LinkedIn Profile Audio (Loom video ) ~ no charge 

DM me "Audit"

Only for CRE friends

taplio

The Battle

Patrick Shope

Arpit Sharma

Followers

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taplio

The Battle

Patrick Shope

Arpit Sharma

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Arpit Sharma's LinkedIn Performance

Ready to grow your LinkedIn presence?

Performance ScoreArpit Sharma's LinkedIn Performance