Wealth Building

Successful business owners. Recent college graduates and new retirees. Mid-level federal employees. Managers and executives with stock options. Newly widowed, newly married, or newly divorced. The modern American family takes many forms today. Whatever your situation, Pope Financial has the resources to provide you with the advice you need to achieve your financial goals.

At Pope Financial, we are a fee only planner.  This ensures unbiased advice as we are not paid commisions or incentives to sell you products.  We are a true fiduciary, looking out for your best interests.  Here is what you can expect from our wealth building program:

Customize a Plan: We will design a custom investment plan to suit your individual situation. It should take into account your financial goals, such as college savings and retirement, as well as your need, willingness, and ability to tolerate risk.

Ensure Consistent Implementation of your Plan: Most people make dramatic changes to their investment strategies on a fairly regular basis. Failure to consistently implement an investment plan is one of the principal reasons for underperformance.

Maintain Accountability: On their own, individual investors tend to significantly underperform the markets in which they invest. One study concluded that the average stock fund investor's annual performance was about 3.7% below the S&P 500 index. We will try to "talk you out of" doing things which might be hazardous to your wealth. People often get urges to act on emotion. These contemplated actions often have predictably negative financial consequences. We will help you to understand when acting on some of your impulses may be imprudent.

Regular Meetings: We will meet to review your plan and make necessary updates as your circumstances change. Having a long term relationship with our clients the top priority of our firm. This is not a 2-3 session process.

Securities offered through Charles Schwab, a registered broker/dealer, member SIPC. Advisory Services offered through Pope Financial Planning, Inc, a Registered Investment Advisory firm.