Shapiro Financial Security Group, Inc.

Financial ServicesUnited States11-50 Employees

"PLANNING IS THE KEY TO SECURITY"

DREAM

What are your financial dreams? A new home? Saving for retirement? College for the kids or travelling to that dream destination? Shapiro Financial Security Group, Inc. can help you achieve them. You can sleep well at night feeling confident that your financial security is in good hands.

PLAN

For over 30 years, Shapiro Financial Security Group has delivered trusted, comprehensive financial planning services dedicated completely to our clients. We are a fee only Registered Investment Advisory, 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 towards money, investment and risk; your financial objectives. At the core of everything we do is the belief that "Planning is the Key to Security".

Being a fee only practice lets us put you first. We do not sell financial products, rather, we recommend appropriate investments and assist you in acquiring and managing them. It lets us think 'outside the box", allowing us to be creative and unbiased while maintaining sound, proven financial planning techniques that will enable you to achieve your desired results. 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 appropriate investments, thoughtful financial and tax planning, and ongoing support, it is possible to achieve your financial dreams.

Call us at 732-739-8991 for a free 1 hour consultation & a free 2nd look at your portfolio. We look forward to hearing from you.

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