Building a retirement as unique as you are.

Client-focused planning to transform financial security into fulfillment.
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Comfort where
it matters most

Retirement doesn’t have to be scary, nor should the thought of retirement leave you feeling anxious. If you’re reading this, you probably have some questions or concerns weighing on your mind. Our goal is to help you gain the highest probability of success with the least amount of worry possible.

But first, we have to determine what you want.

By thoroughly understanding who you are and what you want your money to do for you, we can develop a course of action specifically designed for you.

The Bedrock System

We built the Bedrock system to help our clients turn their dreams into their life. Here's how it works.
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Evaluation

Our journey together begins with a thorough evaluation of where you currently stand. We'll take a deep dive into your financial situation, examining your assets, liabilities, and current retirement trajectory. This comprehensive assessment helps us understand your complete financial picture.

During this phase, we analyze your goals against your resources to identify any gaps or opportunities. You'll gain clarity on your financial position and what adjustments might be needed. This foundational step ensures we build your retirement strategy on solid ground with a clear understanding of what matters most to you.

Income + Cash Flow

We'll carefully analyze your income sources and spending patterns to create a sustainable cash flow strategy for your retirement years. Our team helps you coordinate retirement income from various sources including investments, Social Security, pensions, and other assets.

You'll see a clear projection of your income throughout retirement, giving you confidence in your financial plan. We identify opportunities to optimize your cash flow, ensuring you have the resources to maintain your lifestyle while managing against unexpected expenses. This balanced approach helps you enjoy retirement with confidence.

Investments

With a clear understanding of your retirement goals and income needs, we develop an investment strategy tailored to support your long-term objectives. Our recommendations are based on thorough analysis of your risk tolerance, time horizon, and financial requirements.

We'll present our proposed investment strategy in straightforward terms, ensuring you fully understand and feel comfortable with our approach. You'll have the opportunity to ask questions and discuss adjustments before implementation. Our focus is on creating a portfolio designed to support your retirement lifestyle with appropriate growth and protection.

Taxes

Tax efficiency is critical to preserving your wealth throughout retirement. Our comprehensive tax strategy aims to minimize your tax burden now and in the future, potentially saving you thousands of dollars over your retirement years.

We'll provide a detailed analysis of your current and projected tax situation, identifying opportunities for optimization. Our recommendations may include tax-managed withdrawal strategies, asset location planning, and timing of income to help you keep more of what you've earned. With proper tax planning, we help ensure that Uncle Sam isn't your biggest beneficiary.
Shope serves as your dedicated financial partner, guiding you through every aspect of your financial journey. We take a comprehensive approach by seamlessly integrating financial planning, investment management, investment-related tax strategy and preparation, and estate considerations under one roof. This holistic perspective allows us to deliver truly optimized recommendations tailored to your unique situation.
Retirement Planning
Investment Management
Insurance Planning
Estate Guidance
Investment-related tax planning
By consolidating these services, we not only provide more cohesive guidance but also return precious time to your life, eliminating the frustration and inefficiency of coordinating between multiple financial professionals.

Our Methodology

At Shope, we believe in strategically positioning your assets based on your investment timeline and comfort with market volatility.
Our Bucket Plan methodology compartmentalizes your investments into three distinct categories, each aligned with different time horizons and risk tolerance levels. This approach ensures your immediate needs are met with stable, accessible assets, while long-term goals benefit from growth-oriented investments. By structuring your financial resources this way, we help you confidently navigate both current demands and future aspirations, creating a balanced strategy that adapts to your changing circumstances while staying focused on your ultimate objectives.

Ready to plan
your best years?

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