Client-focused planning to transform financial security into fulfillment.
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.
We built the Bedrock system to help our clients turn their dreams into their life. Here's how it works.
Get started →We begin with a deep dive into where you stand — assets, liabilities, and your current retirement trajectory — then weigh your goals against your resources to surface gaps and opportunities. You gain clarity on your position, and your strategy gets built on solid ground.
We analyze your income sources and spending to build a sustainable cash-flow strategy — coordinating investments, Social Security, pensions, and other assets. You'll see a clear projection of your income throughout retirement: enough to maintain your lifestyle, with room for the unexpected.
We develop an investment strategy around your risk tolerance, time horizon, and income needs — presented in straightforward terms, with every chance to ask questions and adjust before anything is implemented. The result: a portfolio built to support your lifestyle with the right balance of growth and protection.
Our tax strategy aims to minimize your burden now and in the future — tax-managed withdrawal order, asset location, and timing of income — potentially saving you thousands over your retirement years. We help make sure Uncle Sam isn't your biggest beneficiary.
We review your existing insurance for gaps and redundancies, safeguarding your assets and income against life's uncertainties — and we only recommend strengthening coverage where it's genuinely needed, never adding unnecessary expense.
We review your estate documents and beneficiary designations so they match your goals and values — streamlining how assets transfer, navigating taxes, and providing for the people who matter. Your legacy lands the way you intend.
Once your plan is in place, we monitor it and adjust as your life changes. You'll meet with your advisor twice a year for comprehensive reviews, with check-ins between — and a team that's always available. Your strategy evolves with you, toward the retirement you've always dreamed of.
At Shope, we believe in strategically positioning your assets based on your investment timeline and comfort with market volatility.
It compartmentalizes your investments into three categories — each aligned with a time horizon and risk level — so immediate needs sit in stable, accessible assets while long-term goals stay invested for growth.
Stable, accessible assets for your immediate needs.
Aligned with your time horizon and your comfort with market volatility.
Growth-oriented investments for your long-term goals.
Shope is your dedicated financial partner — financial planning, investment management, investment-related tax strategy, and estate considerations integrated under one roof. Cohesive guidance, recommendations tuned to your situation, and your time returned to your life.