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Phone:

858-573-1680

Does your financial plan account for life’s twists and turns?

Life rarely follows a straight line. Financial planning usually isn’t as simple as moving your money from point A to point B. What you have on paper and what happens doesn’t always match up. Market dips, unexpected expenses and changing family needs can often throw your carefully laid plans off course.

Martin Shapiro Financial Services

CA Insurance License #​0681852​

Contact Information

Phone:

​Local: 858.573.1680

Toll-Free:800.956.4782

E-mail:

[email protected]

1315 Culbreth Dr. Suite 414 Wilmington, NC 28405

Martin Shapiro Financial Services and Martin Shapiro offer Investment advice through Brookwood Investment Group, LLC, 3930 E. Ray Road, Suite 155, Phoenix, AZ 85044 (“Brookwood”). Brookwood 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 Brookwood 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://www.brookwoodinvestmentgroup.com/disclosures. Additional information pertaining to Martin Shapiro and/or Brookwood’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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