Asset Protection Planning Services for California
Asset Protection Planning
We plan to protect our clients' assets from lawsuits, the stock market, taxes and long-term care costs.
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.
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 Our “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
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
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.
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.
Martin Shapiro
Financial Advisor, CFP®, MSFS, CLU, ChFC®
Highly Trusted Financial Advisors
Martin Shapiro Financial Services has been promoted on many of your favorite sources for news and up-to-date financial information. Highly trusted and valuable, our services are here for you to get started on your journey to financial stability.
Get in touch with us today to find out how to get started
All THE FINANCIAL SERVICES YOU NEED IN ONE PLACE
Financial Services for Growth and Stability
Martin Shapiro Financial Services wants your money to work for you. With our team of experts, that is our primary concern. We offer a comprehensive suite of products and services, including:
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.
Why Choose Martin Shapiro
Financial Services
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 assets 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.
Why Choose Martin Shapiro Financial Services
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 assets 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.
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.
Who are your usual clients?
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!
What is the best way to contact your team?
You may contact our offices directly at 800-956-4782, or you can reach out to us directly on our sites contact page.
Asset Protection
Martin Shapiro Financial Services
CA Insurance License #0681852
Contact Information
Phone:
Local: 858.573.1680
Toll-Free:800.956.4782
E-mail:
1315 Culbreth Dr. Suite 414 Wilmington, NC 28405
Martin Shapiro Financial Services and Martin Shapiro offer Investment advice through Redwood Private Wealth, 3930 E. Ray Road, Suite 155, Phoenix, AZ 85044 (“Redwood”). Redwood is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or the services Redwood offers, or that its personnel possess a particular level of skill, expertise or training. Insurance products are offered through Martin Shapiro Insurance. Important information and disclosures related to Brookwood Investment Group, LLC, are available at https://redwoodprivatewealth.com. Additional information pertaining to Martin Shapiro and/or Redwood’s registration status, its business operations, services and fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov/ .
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This website has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. 18807 – 2019/4/23
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