Dream
What are your financial dreams? A new home? Saving for retirement? College for the kids or traveling to that dream destination? Shapiro Financial Security Group, Inc. can help you achieve them. You will sleep well at night feeling confident that your financial security is in good hands.
Plan
For the past 30 years, Shapiro Financial Security Group has delivered trusted, comprehensive financial, investment and tax planning dedicated completely to you, our client. At the core of everything we do is the belief that "Planning is the Key to Security".
We are a fee-only Registered Investment Advisory firm, a Tax Planning and Preparation practice and a Personal Financial Planning practice all under one roof. We see each of these services as interconnected and important when working with you to develop your personal or business plan. Whether you need or want one, or all of our services, our focus is on you and your unique financial 'personality' - your attitudes toward money, investment and risk; your financial objectives.
As our client, we will review your current financial situation with you, ask lots of questions so we can get to know you, listen carefully to your answers and, together, come up with a strategic plan that will get you to your goals. Being a fee-only practice lets us put you first - we do not sell financial products such as stocks and bonds. Rather, we recommend appropriate investments and assist you in acquiring and managing them. This allows us to be creative and unbiased, enabling us to think 'outside-the-box' while maintaining sound and proven financial planning processes and techniques to achieve your desired results.
We assist you in putting together a portfolio that meets your needs and will meet your goals. To help in this process, we now offer Riskalyze – a cutting edge technology that pinpoints your personal tolerance for risk within your portfolio and assists us in designing your portfolio to meet that level of comfort.
Thrive
We want you to be a long term partner in developing and carrying out your financial plans. With careful investments, thoughtful financial and tax planning, and ongoing support, it is possible to achieve your financial dreams.
Call us to achieve your dreams at 732-739-8991 or email us at Plan@ShapiroFSG. com
We offer a no cost 1 hour consultation and a no cost 'second look' at your current portfolio.
Investors should always consider investment objectives, risks, charges and expenses of investments carefully. No investments are guaranteed and may lose value.
