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

LBO Corporation PLC

LBO Corporation PLC diversifies investors portolios through acquirisitions of essential infrastructure and manufacturing companies.

Managing Director

PTFE Applied Coatings

PTFE Applied Coatings Ltd is a specialist applicator of PTFE for industrial clients. We act as a core contractor for essential industry in medical equipment, oil & gas, food production, and more.

EAST ANGLIAN FINE WELD LIMITED

East Anglian Fine Weld Ltd produces heat seal elements and spares for the packaging industry.

Acquired by LBO Corporation plc in June 2022.

Majorom Digital

A finely tuned, compliant marketing and advertising service.

We deliver a predictable number of exclusive high quality leads day in, day out.

A proven blend of paid advertising, combining Social Media, Search and Retargeting plus more, alongside expert website conversion analysis delivers you leads, and removes 'marketing' headaches.

By headaches, below is what you WILL NOT experience

- Concern over ROI
- Concern over your personal input - tried and tested industry specific experience ensures your time commitment will be minimal.
- Additional 'hidden costs'
- Concern over 'Trust' 
- Concern over Industry Standards 

Your experience as a business owner will change dramatically for the better.

Director & Founder

Team Equilibrium

A un-associated learning organisation consisting of 17 entrepreneurs from the Business Team Entrepreneurship program. Our team company umbrellas start-ups ranging from the healthy food and music sectors to fitness and education.

Team Leader & Project Manager

University of the West of England

The Team Entrepreneurship (BA) Solutions Team is an unincorporated learning organisation that acts as the bridge between all year groups on the TE course, the coaches team and external clients. 
We provide solutions and integrations and learn from each others year groups. 
We aim to create a space where people can share their issues in order to improve the course. 
We encourage communication between different years to network and build stronger relationships.
We operate with a 'lean methodological' mind-set where we implement, learn, iterate and repeat in order to find the best product market fit for solutions and changes.
We have already built relationships and collaborations with PwC, Entrepreneurial Spark, Tech London Advocates & our partnered entrepreneurship Academies in Spain, Finland, Newcastle, Falmouth & London.

Team Entrepreneur

Trendventurous.com

Trendventurous.com is an E-Commerce store specialising in viral marketing consumer products. 5% of profits go towards recycling and ocean clean-up initiatives.

Founder, CEO

Pelico Ltd

Campaign design & implementation | Customer discovery | Marketing strategy | Sales calls | Joint Venture opportunities

Marketing Consultant

From the rugby field to the boardroom, my journey has always been driven by a passion for strategy and problem-solving. As the Owner and Managing Director of two thriving industrial companies and an advisor and board member of LBO Corporation PLC, my professional story is one of growth, resilience, and teamwork.

In 2022, I took a bold step and acquired East Anglian Fine Weld (EAFW), a company in distress. It was a challenging period, but through strategic decision-making and a deep commitment to understanding the core issues, we managed to turn the tide. Today, EAFW is flourishing, having grown by 60%, and boasts a strong management team that drives the company forward. Every job was retained, and the company’s spirit was revitalized.

The success with EAFW fueled my ambition to expand further. In December 2023, I acquired PTFE Applied Coatings. Currently, I'm immersed in building a dedicated team and accelerating the company's growth, using the lessons learned from my previous ventures.

My approach is simple: stand on the shoulders of giants. I believe in learning from the best, understanding problems deeply to find effective solutions, and fostering a collaborative environment. These principles have been the bedrock of my career.

Beyond the business world, I am an avid rugby fan. The sport's values of teamwork, strategy, and perseverance resonate with my professional ethos and continually inspire me.

The goal is always to keep things professional but friendly. By creating a collaborative environment and leading with a clear vision, everyone is encouraged to grow and innovate. The aim is to make sure everyone feels empowered to contribute and succeed together.

Looking ahead, the journey is about building a larger group through a buy-and-build strategy, driving substantial industrial growth. It's an exciting path, full of opportunities to learn, grow, and succeed as a team.

taplio

The Battle

Patrick Shope

Oliver G.

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