Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Douglas Jones, CLU®
Chartered Financial Consultant®
My passion is working with clients who want guidance understanding the complex world of creating and preserving wealth, and who want to make better decisions about money. Our firm has many resources for clients to call upon. Today more...
Melissa Shaw CFP®
CERTIFIED FINANCIAL PLANNER™ professional
I enjoy teaching people about “The Money Game”. It’s fun to help people make better decisions about money. People do want help understanding how the game is played. I believe that a husband and wife run their...
Christopher (Chris) Jones
Administrative Assistant
I am a graduate of the University of California, Merced with a Bachelor's Degree in Management & Business Economics and minor in Professional Writing. During my time there I competed in four years of collegiate cross country, a...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.