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26477 Rancho Parkway South, Lake Forest, CA 92630

949-699-1660
info@jonesfinancial.com
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PROFESSIONAL GUIDANCE FOR YOUR FINANCIAL FUTURE

You have goals, we have expertise. Together, we can chart a course to your financial success.

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PROFESSIONAL GUIDANCE FOR YOUR FINANCIAL FUTURE

You have goals, we have expertise. Together, we can chart a course to your financial success.

Learn More

PROFESSIONAL GUIDANCE FOR YOUR FINANCIAL FUTURE

You have goals, we have expertise. Together, we can chart a course to your financial success.

Learn More

Wealth Management, Tailored To You

We Work For You

Our team has a collective 80 years of experience in the financial services industry. We can advise you on a range of issues, from retirement planning to insurance coverage to effective tax strategies.

Whatever your goals, we can help you put together a plan with minimal hassle and maximum results.

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A New Approach to Planning

Our services range from financial planning to investment management. No matter what, though, our focus is always you.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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For Dentists

For Dentists

We provide financial planning and investment services for the dental professional.

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Meet Our Team

Douglas Jones

Douglas Jones, CLU®

Chartered Financial Consultant®

800-729-6344 x208

Melissa Shaw

Melissa Shaw CFP®

CERTIFIED FINANCIAL PLANNER™ professional

800-729-6344 x204

Christopher (Chris) Jones

Christopher (Chris) Jones

Administrative Assistant

949-699-1660 x200

WORDS WE LIVE BY

"Spend the golden eggs, but don’t slaughter the goose!"

- Melissa Shaw CFP®

"The journey of a thousand miles begins with one step."

- Lao Tzu

"Twenty years from now you will be more disappointed by the things that you didn’t do than by the ones you did do."

- Mark Twain

"Most people don’t plan to fail, they fail to plan."

- John L. Beckley

"Risk comes from not knowing what you’re doing."

- Warren Buffett

Resource Center

Retirement

Retirement

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Investment

Investment

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Estate

Estate

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Lifestyle

Lifestyle

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

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