For twenty-two years, Barbara Shapiro, CFP®, CDFA™, and President at HMS has helped clients with their financial planning during and after divorce. Barbara is one of the first Certified Divorce Financial Analysts in Massachusetts, and was a Regional Director of the Institute for Divorce Financial Analysts. She is a past member of the steering committee board of advisors serving as chair of the ethics committee. She is a Registered Investment Advisor with the Commonwealth of Massachusetts, and a Certified Financial Planner®. Her advanced degrees include a Master of Science in Finance from Suffolk University, a Master of Education in Counseling from Boston University, and a Master of Education (in Moderate Special Needs) from Northeastern University. Barbara is a graduate of the Securities Industry Association Institute at the Wharton School of Business at the University of Pennsylvania.
Barbara has served as a National Board Member of the Securities Industry Foundation for Economic Education and is a past Treasurer of the Massachusetts Council of Economic Education. She is a former member of the Boston Jewish Community Women’s Fund.
Barbara works closely with her highly qualified Circle of Support team to provide her clients with compassionate and professional service. Contact Barbara today to find out how the HMS Financial Group team can assist you with your financial planning.
About HMS Financial Group
Founded in 1988, HMS Financial Group provides full-service financial planning and investment management.* Through professional strategic guidance and highly personal service, HMS develops a tailored financial program based on our clients’ priorities. We provide a wide variety of investment vehicles, insurance (including long-term care), and retirement and educational programs that are carefully selected to meet our clients’ financial objectives.
In our financial planning and investment philosophy, HMS Financial Group separates itself from mainstream brokerage firms and other financial planners. HMS maintains market objectivity and caters solely to the needs and goals of each client because we operate without quotas, proprietary products, incentive commissions, or production schedules. At HMS, compensation is structured around our clients’ individual circumstances and comfort levels. HMS has no vested interest other than the success of our clients.
For our clients facing divorce, HMS offers the Circle of Support, led by Barbara Shapiro, President at HMS, and CFP® Certified Divorce Financial Analyst, Registered Investment Advisor. We specialize in comprehensive financial planning that will assist our clients to transition from marriage to independence with peace of mind and confidence. Barbara may work with the individual client, with the client and his or her attorney, or with the divorce attorney alone.
The HMS Financial Group mission is to serve our clients with both the highest ethical values and cutting-edge financial savvy. We work every day to earn the trust of our valued clients and at the same time maximize our clients’ financial positions. Ongoing close communication, in conjunction with our deep knowledge of economic trends, tax laws, and investment products, keeps our clients’ vision clearly in view.
We invite you to call us today and find out how HMS Financial Group can help you to meet your financial goals.
*Securities offered through Cadaret Grant & Co. Inc. Member FINRA, SIPC