Investor Access
The Chartiable Partners Program.
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Power of Independence Video.
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Our Services

Having a variety quality options is important in investing. We believe investors' plans should change as their lifestyles and needs do. Through the advisors located at P.A. Schopen & Associates, investors are offered an extensive array of investment alternatives and services, including:

  • Comprehensive Wealth Management - Managing and maintaining your wealth to help provide for a lifetime of financial independence.
  • Estate Planning and Trust Services - Providing knowledgeable guidance and strategies to preserve your wealth during your lifetime and beyond.
  • Retirement Planning - Analyzing your needs, goals, and dreams and implementing a solid plan to achieve them.
  • Education Planning - Help you to discover the projected costs of education expenses and design a plan designed to accommodate for them.
  • Charitable Giving - Leveraging your wealth to help your local or global community.
  • Sustainable Investing - Provide research, guidance, and investment advise to investors who wish to invest in a socially responsible manner.

The universe of products and services available to the advisors at P.A. Schopen & Associates for advising our clients is too vast to list, but can include:

  • Mutual Funds
  • Exchange Traded Funds (ETF's)
  • Stocks and Bonds
  • Variable Annuities
  • Fixed and Equity Index Annuities
  • Alternative Investments
  • All forms of Life Insurance Products
  • Long-Term Care Insurance
  • Life Settlements
  • Structured Products