Welcome to your personalized financial portal. We've provided direct access to your investment accounts and financial planning tools through our trusted partners. Simply click the appropriate button below to securely view your information.
Access your investment accounts, view current balances, monitor performance, and download statements. Our partnership with Fidelity ensures your investments are managed with industry-leading security and transparency.
Log in to Fidelity →Review your comprehensive financial plan, track progress toward your goals, and explore different scenarios to better understand your financial future. RightCapital provides intuitive visualizations of your complete financial picture.
Log in to RightCapital →Can't get in? Call (734) 479-1400 or email pshope@shopeandassociates.com. A real person will pick up and walk you through it.
Look up our background, registrations, and record. We would rather you check than wonder.
The Financial Industry Regulatory Authority, the body that oversees brokers and protects investors.
The Securities Investor Protection Corporation. What it covers, and how it protects your brokerage accounts.
We excel at serving successful professionals and executives nearing or in retirement who prefer to delegate their financial planning.
The best time to plan for the future was yesterday. The second best time is today. Why leave it to chance?