Investors should always consider investment objectives, risks, charges and expenses of investments carefully. No investments are guaranteed and may lose value.
Any financial or tax advice contained on this site (including any downloadable documents) is not intended to be used, and cannot be used, for purposes of (i) avoiding penalties imposed under the United States Internal Revenue Code or (ii) promoting, marketing or recommending to another person any tax-related matter. It should be used for general advice and any questions regarding your personal financial situation should be addressed by a Shapiro Financial Security Group CPA or CFP.
About the Riskalyze Questionnaire
By filling out the risk tolerance questionnaire, you are providing data to Shapiro Financial Security Group, Inc., a Registered Independent Advisory firm. Shapiro Financial does not sell or share your information with any third party parties. We will use the information to contact you to discuss the analysis of your investments and/or risk tolerance.
Our Client Portal host is Citrix Sharefile
All communications and data sharing between ShareFile and the user are encrypted using either Secure Socket Layer (SSL) or Transport Layer Security (TLS) encryption protocols and up to AES 256-bit encryption. Your files are also protected while at rest on servers with AES 256-bit encryption.
Passwords are hashed so that not even ShareFile support employees are able to access them. All files on ShareFile are backed-up daily and hosted with best-of-breed servers and facilities.
Our website host is AdvisorWebsites
The security of your personal information is important to us. When you provide sensitive information to us, we encrypt the transmission of that information using secure socket layer technology (SSL).
We follow generally accepted industry standards to protect the personal information submitted to us, both during transmission and once we receive it. No method of transmission over the Internet, or method of electronic storage, is 100% secure. Therefore, we cannot guarantee its absolute security.
We use Ebix SmartOffice for our CRM
SmartOffice strives to protect your personal information. Ebix CRM’s network offers the highest possible protection using multiple security layers and industry-leading hardware and software solutions. Our network perimeter is protected by multiple Cisco PIX firewalls. Inside those firewalls, Ebix CRM systems are safeguarded by network address translation, port re-direction, IP masquerading, non-routable IP addressing schemes, and other methods. In addition, Ebix CRM has a comprehensive intrusion detection system to guard against network and host attacks. Our security team monitors and analyzes firewall logs and takes quick action when security threats are identified. Industry-leading tools such as Snort, OSSEC, Aanval, and McAfee form the basis of the system, which features frequent intrusion and malware signature updates to ensure the most current level
of protection possible.