Do you own a business and want to get out? Are you a highly-compensated executive who is hearing rumblings about corporate downsizing and would find it difficult landing another job--or any job--with the same pay? We can help you make those terrifying transitions with confidence.
Bshapiro Financial is an independent financial services firm. We help our clients make a financial plan and follow it through. We help design and model your cash flows; review your investments, tax returns, legal documents, insurance policies, work benefits; measure your risk tolerance and time horizon to your current investment allocations; and collaborate with your other financial and legal professionals. The result is a comprehensive financial plan that helps predict your probability of the successful attainment of your goals, which we implement and monitor.
We know how unsettling and often overwhelming transitions can be. Talk to us. We make it simple.
Launching and growing a business means balancing cash flow and business goals with the income needs of your family. We help you develop a wealth accumulation and preservation plan and stay on track.
Professionals between the ages of 45 and 65 who've had a strong career but fear a significant change due to layoffs, automation, buyouts or burnout. A complete financial assessment is your first order of business.
Clients at or near retirement hope to maintain their current lifestyle and leave a legacy for their heirs. Their concern is the risk of making a financial mistake and not having the time to recoup it.