Shope Financial is a small, independent firm that helps successful pre-retirees and retirees move into this next chapter with clarity, confidence, and a long-term partner who knows your whole picture, not just your portfolio.
Most of the families we work with are within a decade of retirement, with $1M+ in investable assets and the kind of complexity that makes a one-size-fits-all approach feel inadequate.
See if we're a fit →You've done the saving. Now the questions are different, when to retire, how to draw income, how to translate decades of work into a steady, tax-efficient life.
You'd like a steady hand on the long view. We help you spend confidently, rebalance thoughtfully, and adjust gracefully when life changes.
You have meaningful complexity, concentrated stock, deferred compensation, a sale on the horizon. We coordinate the moving parts so the plan holds together.
We've heard them at first meetings for two decades. None of them have a one-line answer. All of them are worth your time.
Most of our clients don't want a stockbroker, a tax preparer, and an estate attorney working in different rooms. We sit in the middle of your financial life and keep the parts moving in the same direction.
A living plan for the decade leading up to and through retirement, with the trade-offs made plain.
Learn more →Portfolios built for your goals and time horizons, custodied at Fidelity, reviewed continuously.
Learn more →Translating savings into a paycheck, withdrawal order, buffer accounts, and tax-aware sequencing.
Learn more →Roth conversions, capital gains harvesting, RMDs, and charitable giving coordinated with your CPA.
Learn more →Reviewing wills, trusts, beneficiaries, and titling so your wishes hold up under real-world conditions.
Learn more →Honest reviews of life, long-term care, and liability coverage, what you need, and what you don't.
Learn more →The hardest part of finding a planner is starting. We try to make starting feel like the smallest possible decision.
Twenty-five minutes by phone or video. You tell us what's on your mind. We listen more than we talk.
If we're not the right firm for you, we'll say so, and point you toward someone who is.
If there's a fit, we'll walk through your full picture and outline what working together would look like.
Some clients begin the same month. Some take a year. There is no script and no follow-up campaign.
We've stayed boutique because the relationships matter. You'll know everyone on this page, and they'll know you.
Twenty-three years guiding families through retirement.
Leads the planning desk and Bedrock review process.
Specializes in executive comp and concentrated stock.
The voice on the other end of the phone, since 2014.
Twenty-five minutes, by phone or video. Bring your questions, we'll bring two decades of having heard them. No pitch deck, no follow-up campaign.