At Shapiro Financial Security Group, Inc., our underlying core value is that our services should not be investment or product driven, but client defined and customized to individualized situations. We are passionate about adhering to sound and proven financial planning processes and techniques to achieve the desired result for our clients. We will not compromise the quality of the end result by taking shortcuts along the way.
It is also a high priority to educate our clients about all alternatives related to their financial needs & situation. If necessary, we are comfortable acting as the “Devil’s Advocate” to help clients recognize financial risks and priorities. We promise to tell our clients when they are making a mistake, to stop them from hurting themselves financially by staying focused on their goals.