​Martin Shapiro Financial Services understands each client is unique, which is why our approach takes into account your particular goals and objectives, allowing us to customize each area of your retirement strategy. We periodically evaluate your plan on a mutually decided schedule to determine if any adjustments are needed. We want your money to work hard for you.
 We offer a comprehensive suite of products and services, including: ​

Business succession planning

Estate planning

Retirement income planning

Tax planning*

*Neither Martin Shapiro Financial Services nor its employees provide legal or tax advice. If legal or tax advice or other expert assistance is required, the service of a currently practicing professional should be sought.

Financial planning
At Martin Shapiro Financial Services, we’re passionate about helping you prepare for your financial future because we want you to move forward with confidence.
​Start the conversation by calling 858.573.1680 today!

Get a complimentary copy of our "10 Steps to a Successful Retirement" guide today!
Martin Shapiro Financial Services - As Seen On TV
Martin Shapiro Financial Services
[email protected]
CA License #​0681852​
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​Local: 858.573.1680
Toll-Free: 800.956.4782

500 N. State College Blvd. Suite 1100
Orange, CA 92868
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Martin Shapiro Financial Services and Martin Shapiro offer Investment advice through Redwood Private Wealth, 3930 E. Ray Road, Suite 155, Phoenix, AZ 85044 (“Redwood”). Redwood 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 Redwood 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 Redwood are available at https://redwoodprivatewealth.com. Additional information pertaining to Martin Shapiro and/or Redwood’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/. - click here for full disclosures.

​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.
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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