Patrick Shope, CWS®

Hi, I'm Patrick Shope, Certified Wealth Strategist® and after helping hundreds of retirees over the last 20+ years, I'm here to share what really works. Each week I share videos about retirement income planning, investment strategies, tax management techniques, and more to help individuals create the retirement they deserve.

But building a great retirement is about more than just managing your money. I also discuss ideas that help folks explore what a truly meaningful retirement looks like for them and general strategies that can help make it happen.

My firm, Shope & Associates, works with people like yourself who want clarity and confidence in their retirement planning journey. If you'd like to learn more and schedule a time to meet with our team, visit us at https://shopeandassociates.com/

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Investment advisory services offered though Sigma Planning Corporation, a registered investment advisor. Shope & Associates, LLC is independent of Sigma Planning Corporation.