Thoughtful retirement planning centered around what matters most to you.
There's a lot to think about; the loss of identity, the end of a steady paycheck, the discontinuance of regular savings, and the beginning of withdrawals. It's emotional, and the feelings are real.
It should be a time to enjoy the fruits of your labor and be excited about the ability to enjoy new experiences. We'll take the weight off your shoulders and help you navigate this new stage of life confidently so you can fully enjoy it the way you should.
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.
I understand the anxiety about your finances. The fear of the unknown when leaving your job for retirement, which can prevent you from truly enjoying life's most important moments.
It doesn't have to be this way. Everyone deserves financial planning from a trusted, unbiased partner.
You deserve better. That's why I founded Shope.
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.
We have decades of experience helping hundreds of clients retire. As professional investment managers, we oversee your investments to ensure they're positioned for the greatest chance of success in meeting your goals. We do not take custody of any client investments. Instead, assets are protected and insured by an independent third-party custodian for safekeeping, such as Fidelity.
We organize your finances, establishing a plan for your future, and use a live probability of success tracker to ensure you have more visibility and control over your money than ever before. Your finances are updated daily and summarized in one place. We're always on watch, and you're always in the know.
We're based out of Ann Arbor, MI, and work with clients nationwide. We pride ourselves on meticulous planning, attention to detail, and personalized service. You'll never receive half-baked cookie-cutter financial advice here.
The Bedrock System is our holistic process for simplifying your finances. It begins with a detailed evaluation of where you are today — observations, considerations, and next steps included — and a preview of what's possible if we work together. From there, our 6-point method turns it into a plan.
Your future depends on your planning. Ready?