Skip to main content
menu

     Account Access   Client Vault  

  • Home
  • About
    • Our Process
    • Our Philosophy
    • Our Team
    • Mission Statement
    • Fee-Only Financial Services
    • Shapiro News and Events
      • Ken's Trip to China - July 2015
      • Summary of FPA National Conference
  • Services
    • Investment Management Services
    • Personal Financial Planning Services
    • Tax Planning and Preparation
  • Resources
    • Client Vault
    • Risk Tolerance Questionairre
    • Engagement & Disclosure Letters
    • Protecting Against Cyber Fraud
    • Fraud and Social Media: Phishing for Data
    • Seven Steps for Making Identity Protection Part of Your Routine (and some additional IRS resources)
    • Ken Shapiro Presents "Building Client Portfolios to Target Risk Appropriate Returns" at the 2015 FPANJ Spring Conference
    • Tax Forms
    • Useful Websites
  • Contact
    • Schedule a Meeting!
    • Directions
    • Newsletters
  • Man and kid walking on the beach

    Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

    Learn More Contact Us

Engagement & Disclosure Letters

  • 2025 Disclosure Brochure
  • 2025 Form CRS
  • Helping You Understand the Financial Professional Relationship, AICPA
  • Investment Management Agreement
  • Engagement Letter
  • 48 Hour Disclosure Letter
  • Privacy Statement
NJCPA logo
AICPA logo
FPA logo
FPA logo
CPF logo
  • Privacy Statement
  • Disclaimers
  • Risk Tolerance*

Get in Touch

One Bethany Road, Bldg 6, Suite 90, Hazlet, NJ 07730
P | 732-739-8991 

© 2025 Shapiro Financial Security Group, Inc. All rights reserved.