Additional Disclaimers

Be sure to check out our article on the recent Equifax breach under the What's New link!

Additional Disclaimers

Investors should always consider investment objectives, risks, charges and expenses of investments carefully. No investments are guaranteed and may lose value.  

Any financial or tax advice contained on this site (including any downloadable documents) is not intended to be used, and cannot be used, for purposes of (i) avoiding penalties imposed under the United States Internal Revenue Code or (ii) promoting, marketing or recommending to another person any tax-related matter. It should be used for general advice and any questions regarding your personal financial situation should be addressed by a Shapiro Financial Security Group CPA or CFP. 

About the Riskalyze Question

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Our Client Portal host is Citrix Sharefile

All communications and data sharing between ShareFile and the user are encrypted using either Secure Socket Layer (SSL) or Transport Layer Security (TLS) encryption protocols and up to AES 256-bit encryption. Your files are also protected while at rest on servers with AES 256-bit encryption.

Passwords are hashed so that not even ShareFile support employees are able to access them. All files on ShareFile are backed-up daily and hosted with best-of-breed servers and facilities.

Our website host is AdvisorWebsites


The se­cur­ity of your per­sonal in­form­a­tion is im­port­ant to us. When you provide sens­it­ive in­form­a­tion to us, we en­crypt the trans­mis­sion of that in­form­a­tion us­ing se­cure socket layer tech­no­logy (SSL).

We fol­low gen­er­ally ac­cep­ted in­dustry stand­ards to pro­tect the per­sonal in­form­a­tion sub­mit­ted to us, both dur­ing trans­mis­sion and once we re­ceive it. No method of trans­mis­sion over the In­ter­net, or method of elec­tronic stor­age, is 100% se­cure. There­fore, we can­not guar­an­tee its ab­so­lute se­cur­ity.

We use Redtail for our CRM

Redtail strives to protect your personal information. Our Site has security measures in place to help protect against the loss, misuse, and alteration of the data under our control. For security of transactions, we use the Secure Sockets Layer (SSL) protocol, which encrypts any information, such as credit card number and billing information, you send to us electronically. The encryption process protects your information, by scrambling it before it is sent to us from your computer.

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