Our objective is to help you enjoy what matters most in your life. To spend your time doing what you want, when you want, with whom you want. It’s what you’ve worked hard for. It’s what you deserve.
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We do this by helping our clients with:
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Retirement planning
Investment management
Investment-related tax planning
Estate guidance
Insurance planning
Cash flow planning

If you’re like most people, from time to time, you may feel a bit uncertain about a financial decision you need to make. When those questions come along, know you’ve got a partner here who’s ready to help you make the right decision.

We begin every relationship with a customized plan and ongoing financial guidance, as decisions without planning invites errors and missed opportunities.Think of us as the Waze™ of financial planning, providing real-time navigation instead of static maps.

Our approach offers live updates, alerts to potential pitfalls, and accurate projections to help make your financial journey predictable. We excel at serving successful professionals and executives nearing or in retirement who prefer to delegate their financial planning.

Whether you're too busy managing complex finances or simply want to focus your time elsewhere, you'll benefit from working with an experienced advisor who understands your destination and is committed to helping you reach it.

We believe comprehensive financial planning forms the foundation of our work. It reveals your progress toward goals and lets us evaluate different strategies for your unique situation.

Our advice is objective and conflict-free. We view investments simply as tools to achieve what matters most to you financially. With no obligation to specific products or strategies, we recommend only what best fits your needs.

The client relationship begins with multiple meetings to develop a deep understanding of your situation and share our knowledge. As our partnership evolves, we'll conduct at least two annual reviews and provide weekly educational content through emails, videos, and social media.

Our best-fit clients are those who have found some success and are either approaching retirement or currently retired. It’s not uncommon for them to have built a portfolio of at least $1 million. They’ve done a great job of saving and are too busy to manage the complexity of their finances. Or, they may simply want to spend their time where it matters most rather than managing their finances.

Yes. Tax planning is a crucial part of any financial plan. CPAs and tax preparers are excellent at accounting for last year's events. But, they don’t always work on ways to limit your tax liability in the future.

At Shope, we don’t replace your tax preparer. We work in conjunction with them to help proactively reduce your lifetime tax liability. We look at the big picture and offer strategies to help manage the future taxation of your income and assets. You, or your CPA, will still be responsible for completing and filing your tax return.

We charge a fee based on the value of the investments we manage, which is debited directly from your accounts. Patrick is a fee-only fiduciary advisor and is not paid through any type of investment commission, kickback, or other undisclosed revenue source.

Sometimes, clients may have old annuity contracts or a desire to purchase life insurance or an annuity to meet their needs. Molly holds the appropriate licenses and qualifications to assist our clients when this exists. This provides clients who may hold or choose these products to do so under one roof, so they can be serviced by one firm they trust.

Yes. While we're located in Ann Arbor, MI, we work with people nationwide.

Our team is happy to meet virtually or in a way that is most convenient for you.

Yes. Patrick is required to uphold the fiduciary standard as a fee-only advisor 100% of the time.