Our process
Building a retirement as unique as you are.
Client-focused planning that turns financial security into genuine fulfillment, it's like having your own personal CFO.
Client-focused planning that turns financial security into genuine fulfillment, it's like having your own personal CFO.
Retirement doesn't have to be scary, nor should the thought of it leave you anxious. Our goal is to give you the highest probability of success with the least amount of worry. But first, we have to determine what you want, and build a course of action designed specifically for you.
Seven phases that carry you from where you are today to the retirement you've always pictured. Scroll, and follow the current downstream.
A thorough look at where you stand, your assets, liabilities, and current trajectory, measured against your goals to find the gaps and the opportunities.
We coordinate your income sources, investments, Social Security, pensions, into a sustainable strategy with a clear projection through retirement and room for the unexpected.
An investment strategy built around your risk tolerance and time horizon, explained in plain terms so you're comfortable with every recommendation.
Withdrawal sequencing, asset location, and timing to help keep more of what you've earned, so Uncle Sam isn't your biggest beneficiary.
We review your coverage for gaps and redundancies, protecting your assets and income against life's uncertainties, without unnecessary expense.
We help your legacy reflect your wishes, reviewing documents and beneficiaries and streamlining the transfer of assets to the people and causes that matter.
Once your plan is in motion, we meet twice a year, stay available in between, and adjust as life changes, so you live the retirement you've always dreamed of.
We position your assets by time horizon and your comfort with volatility, and refill them as time passes.
Safe, accessible assets that cover near-term income, so market swings never touch the money you need soon.
Low riskA measured mix that bridges the middle years, balancing steady growth with the income you'll draw next.
Moderate riskGrowth-oriented investments with the most time to compound, fueling the long arc of your retirement.
Higher growthIt starts with a simple, no-pressure call. We'll show you exactly what a financial future with Shope looks like.
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