You once believed that wealth makes life simpler.
Now you know: the opposite is true.
With wealth comes complexity, particularly
in your financial affairs. McBride Shopa & Company makes it easier
for you to cope with complexity, manage your finances responsibly and
enjoy the fruits of your labor. We have served the financial needs of
affluent families since 1980.
Who do you trust? That is your dilemma and
at McBride Shopa & Company we believe that no one individual or
firm should be relied on exclusively to resolve it.
Cooperative, independent,
client-centered teams of professionals are the future of financial
services for the affluent. This model requires a focal point - an
objective source of information and an anchor to keep the advisor group
working in a coordinated and effective way. We fill this need.
We provide a team of CPAs and
administrators whose sole job is to anticipate and meet your financial
needs. These professionals don't replace your existing financial and
legal advisors. Rather, they fill all the gaps - doing the things that
most people would do themselves if they only had more time, greater tax
knowledge and the requisite accounting expertise. Although they
delegate many tasks to us, our clients report a sense of control over
their finances that did not exist before.
What You Need
Paying bills is only the beginning of our
service. We also administer entities formed for business, charitable
and estate planning reasons. We handle tax planning, investment
tracking, comprehensive financial reporting, household payroll, health
insurance forms, and much more.
You have already established
beneficial relationships with key financial and legal advisors. These
may include investment advisors, estate & trust attorneys,
financial planners and others. Our role is to make these key advisors
more effective. We do this by supplying the information they need, when
they need it, and by working to promptly implement their
recommendations. Our client's advisors consider us a valuable resource,
not a competitive threat.
What You Don't Need
Equally as important is what we don't do. We don't manage investments or prepare estate plans. And we don't sell anything.
Because we charge fixed annual fees for all our
services, we have no incentive to do anything except meet your needs
and earn your loyalty. We won't bore you with platitudes about how
honest and objective we are - instead we encourage you to discuss this
with our long-term clients.
McBride Shopa & Company can help
you articulate and achieve your life goals. This is not an untested
theory--we have been performing these functions for affluent families
since 1980.
You should seek professional advice
before implementing any of the strategies discussed herein, since: (1)
The strategies are general in nature and will not apply to every
situation; (2) Other opportunities may be better suited to your
particular needs; and (3) The rules and regulations are constantly
changing. By using this site, you agree to be bound by its Terms and
Conditions. You may also refer to our Privacy Statement. Please feel
free to contact us with any questions or comments.
