The Right Retirement Plan
The Right Way
Your employees deserve the best, so that’s what we help you provide. With innovative plan design and stewardship, we go the extra mile so you can offer a customized, valuable retirement plan to the people who matter most—your employees. Not to mention, you get your own personal “quarterback” to manage the relationships with your TPA, recordkeeper, ERISA attorneys, and tax professionals.
The Right Retirement Plan
The Right Way
Your employees deserve the best, so that’s what we help you provide. With innovative plan design and stewardship, we go the extra mile so you can offer a customized, valuable retirement plan to the people who matter most—your employees. Not to mention, you get your own personal “quarterback” to manage the relationships with your TPA, recordkeeper, ERISA attorneys, and tax professionals.
The Right Retirement Plan
The Right Way
Your employees deserve the best, so that’s what we help you provide. With innovative plan design and stewardship, we go the extra mile so you can offer a customized, valuable retirement plan to the people who matter most—your employees. Not to mention, you get your own personal “quarterback” to manage the relationships with your TPA, recordkeeper, ERISA attorneys, and tax professionals.
The Right Retirement Plan
The Right Way
Your employees deserve the best, so that’s what we help you provide. With innovative plan design and stewardship, we go the extra mile so you can offer a customized, valuable retirement plan to the people who matter most—your employees. Not to mention, you get your own personal “quarterback” to manage the relationships with your TPA, recordkeeper, ERISA attorneys, and tax professionals.

A Client-Centered Approach
Regardless of the level of wealth, we’ve always believed that people can live a better life if their finances are properly managed and well-understood. This inspired us to pursue a career in financial services to help people live a life focused on what’s truly important.
- The Right Retirement Plan, the Right Way
Executive-level employees face complex challenges managing tax liability over the long term. If you want to maximize your company tax benefits and stay competitive in the talent market, we can help you implement executive benefits, such as nonqualified deferred compensation and cash balance pension plans.
- Is the Future of Your Business Secure?
You’ve put your heart and soul into your business. You want it to succeed, but creating a foundation for lasting success is quite the feat to handle alone. That’s where we come in. We guide business owners through the complex process of succession planning, not only building a plan for your role as owner, but also all key roles critical to the operation of your company.
- Retirement Plans for Executive Employees
Executive-level employees face complex challenges managing tax liability over the long term. If you want to maximize your company tax benefits and stay competitive in the talent market, we can help you implement executive benefits, such as nonqualified deferred compensation and cash balance pension plans.
Learn more about how we create retirement plans that attract executive talent.
Services
Retirement Plan Consulting
We help you attract and retain a secure and productive workforce by enabling you to offer the right retirement plan, the right way, to your employees.
3(21) and 3(38) Fiduciary Services
As your Investment Fiduciary, we analyze the most current data and options and help you make decisions that are in your and your employees’ best interest. We can coach you through the process in two ways, click to learn more!
Nonqualified Deferred Compensation
We offer alternatives to the qualified plan structure so you can provide benefits to your executive leadership and key employees. You have choices!

Learning Center
From retiring early to funding a college education to fueling your passion for philanthropy, our client-focused resources can help.

Choices for Your 401(k) at a Former Employer

Understanding the SECURE Act 2.0
The Right Mix of
Experience & Expertise
Daniel Shapiro is committed to helping provide the right retirement plan, the right way, to businesses and professionals. With over 30 years of experience in the industry, Dan guides his clients through the entire retirement plan process, from plan design to compliance to investment oversight.
Get Started Now
Schedule a time to meet with Dan
Take the first step today toward the future you dream about.