A Client-Centered Approach<br/>

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.

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.

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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!

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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!

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Learning Center

Learning Center

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

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Where Will Your Retirement Money Come From?

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.
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Understanding the SECURE Act 2.0

Understanding the SECURE Act 2.0

A timeline covering a few of the major provisions of the SECURE Act 2.0.
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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.

Meet Dan & The Team

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Schedule a time to meet with Dan

Take the first step today toward the future you dream about.

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