Riley & Shapiro is an independent financial planning and investment firm. We do not hold proprietary products, and have no vested interest other than the success of our clients. Our affiliation with one of the largest independent broker/dealers in the U.S. gives us access to a full spectrum of investment vehicles.
We will work closely with you to create a financial plan for life. As your goals, needs and objectives change over time, we will fine-tune your plan. A sound financial plan is the foundation for a healthy financial life, where you can thrive…not just survive.
Because your life is dynamic, your financial plan must be reviewed and tailored as your life changes. Riley & Shapiro keeps you informed of economic trends, changes in tax laws and product choice and makes sure your financial plan is appropriately structured in conjunction with your priorities and goals.