fbpx

Building a Plan from Your Priorities

Being financially independent means having sufficient personal income to live, without needing to work actively for necessities. Our role is to help you arrive at the day when we both agree: You can now choose to work. It means a great deal to us to be part of this journey for our clients.

About Us

Shapiro Wealth Team

An important aspect of my practice is that we are independent advisors. This means that we are not obligated to sell any proprietary products and have the ability to choose from a wide variety of investment choices.

We always start our process with you, your priorities, and your questions; we build the plan and portfolio from there. In addition to investment management, we provide comprehensive investment and financial planning to help you effectively save for retirement or other large goals. We can also help you utilize tax planning strategies and transfer wealth.

Our process begins simply with a conversation, where we can begin to find out the details of your situation. We’ll discern your most important goals and concerns, and we’ll answer all your questions. You can reach out to us by phone or email to set up a complimentary consultation.

Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax issues, these matters should be discussed with the appropriate professional.

Meet the Team

Learn more about each of the dedicated members of the Eric Shapiro Wealth Team.

Eric Shapiro, CFP®

Financial Advisor, RJFS

Read Bio

Kerra Brooks

Client Services Specialist

Read Bio

Brittany Kemper

Client Services Specialist

Read Bio

Contact Our Team

Our Location

15808 West Dodge Rd., Suite 103
Omaha, NE 68118
402-884-7463

Latest Resources

  • Merging Finances After Marriage

    8 Tips for Merging Your Finances After Marriage

    January 7, 2020

    Marriage is built on a foundation of sharing and compromise. While that

    Read More

  • 6 Questions to Ask Yourself When Selecting a Beneficiary

    January 1, 2020

    Choosing a beneficiary is rarely given the thought it deserves. You’re writing

    Read More

  • How a Trust Can Meet Your Estate Planning Goals

    December 23, 2019

    Thanks to terms like “trust fund kid,” it’s commonly mistaken that trusts

    Read More

See More Resources