A Holistic Approach to Fit Your Financial Goals
Collaborating With Our Clients
At Martin Shapiro Financial Services, we focus on creating a holistic experience for you. We want you to feel as if you are our only client, and we strive to make our collaborative relationship a priority.
The foundation of your strategy is comprehensive financial planning that determines a customized portfolio based on your unique situation according to your risk tolerance and investment time horizon.
Comprehensive Financial Planning
Martin Shapiro Financial Services understands each client is unique, which is why our approach takes into account your particular goals and objectives, allowing us to customize each area of your retirement strategy. We periodically evaluate your plan on a mutually agreed-upon schedule to determine if any adjustments are needed. We want your money to work hard for you.
Get a Complimentary Copy of “10 Steps to a Successful Retirement” Today!
Our Services Keep You Covered
We take pride in our step-by-step process as we create a tailored financial program for you so that you feel secure in your financial choices. Even if you are in the planning process, our skilled staff will work with you to create a unique solution that meets your needs.
- Asset Protection Planning
- Business Succession Planning
- Estate Planning
- Retirement Income Planning
- Tax Planning
- Financial Planning
- Customized Retirement Planning
- Long-term Care Planning
Asset Protection Planning
- Taxes. Both income and estate/gift taxes can take more than their fair share of what you have worked so hard to earn and accumulate.We look at every possible way to mitigate the taxes owed now and in the future. Ways many accounting firms don’t talk to their clients about.
- Stock market. The stock market took away over 50% of its value twice in the first decade of this century. We look a variety of ways customized to your risk tolerance, investment objectives and time horizon to mitigate this risk.
- Lawsuits*. Proper entity structures in the correct jurisdiction can greatly reduce the chance of a lawsuit being filed against you. Use of LLCs, trusts and corporations for various asset types based on your needs and objectives. This can include off-shore planning.
- Long-term healthcare. The costs of post-retirement healthcare can wipe out a lifetime of wealth accumulation in a few short years. We design plans that minimize out-of-pocket costs to our clients.
*This service is provided through The Wealth Preservation Institute (WPI). WPI is not affiliated with Redwood Private Wealth, LLC. Martin Shapiro and Redwood Private Wealth are not attorneys and do not provide legal advice.
Customized Retirement Planning
The Martin Shapiro Financial Services team explores to understand your needs, wants, and desires—as well as your values, your boundaries, and your ability to tolerate risk. With these core pillars in mind, we approach you with a customized plan for your retirement.
Get in touch with us today, and we will work with you toward your future financing goals.
Estate Planning to Secure Your Legacy
Estate planning is an important aspect of any financial strategy, regardless of income. Planning ahead can provide you with better control, privacy, and security over your legacy.
We want to make sure you receive the assistance you require at all times. We can provide thorough planning assistance from experienced professional.
Tax Planning With Martin Shapiro
At Martin Shapiro Financial Services, we’re passionate about helping you prepare for your financial future because we want you to move forward with confidence.
*Neither Martin Shapiro Financial Services nor its employees provide legal or tax advice. If legal or tax advice or other expert assistance is required, the service of a currently practicing professional should be sought.
MEET OUR FOUNDER
Tax Planning With Martin Shapiro
Martin takes an educational approach to work with his clients, and nothing excites him more than seeing “the light come on” in his client’s eyes when they understand (maybe for the first time!) how their finances can work to get them what they want out of life.
Martin gives back to the community through volunteer work, having served the UCSD Alumni Association as its past president and the UC San Diego Foundation as past vice chair, as well as the Arthritis Foundation, the Southern Caregiver Resource Center, and the Tariq Khamisa Foundation.
All THE FINANCIAL SERVICES YOU NEED IN ONE PLACE
Financial Services for Growth and Stability
Business Succession Planning
Estate Planning
Retirement Income Planning
Tax Planning
Financial Planning
SCHEDULE YOUR
Complimentary Consultation
Are you ready to begin planning? Do you want to find out what we can do for you? To book a consultation with one of our associates, please complete the form below.
Frequently Asked Questions
Here are answers to some of our most common questions. Can’t find what you’re looking for? Feel free to contact us.
Martin Shapiro Financial Services’ philosophy is based on honesty and transparency. With our financial planning team, you can expect our team to earn your confidence through collaboration and help empower you to make informed decisions based on your unique situation.
Our financial planning professionals are dedicated to helping you protect and grow your retirement income through innovative financial planning strategies designed to meet your objectives and goals. Our financial planners hope to create long-lasting relationships you can depend on and feel confident in.
Martin Shapiro Financial Services brings 36+ years of experience in financial planning, and we’re eager to help prepare you for your financial future, which can make all the difference to you and your loved ones later on.
Let’s start a conversation and see how we can be of service to help preserve and potentially grow your wealth.
We deal with people of various ages and stages of life. There is no such thing as a “perfect” moment to begin financial planning. When you can, that is the moment! Our financial planners will try to maximize your present assets, regardless of the state of your portfolio.
Consider working with us if you are preparing for a career move, planning for retirement, making a significant purchase, or starting a family. Please book a free consultation if you have any questions about how we can best serve you. In every case, we’ll find out the best approach to take!
You may contact our offices directly at 800-956-4782, or you can reach out to us directly on our sites contact page.
Financial Planning
