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 than ever, people have access to the information, but need help analyzing their choices. Based upon your objectives, we can find ways to help. We work with individuals, business owners, and employers who want help with financial and investment decisions.
For many of our clients, we prepare an analysis to help them determine if their retirement objectives can be met. Some of our clients want comprehensive financial plans done. Others are interested in using our services to acquire financial products such as insurance and investments.
Our approach has always been to look at the whole client, and make recommendations accordingly. We want to help people meet the financial needs associated with death, illness, and retirement, and help them accumulate and preserve wealth during their productive years. We build long term relationships that span our client’s lifetimes. Our offices are in Lake Forest, California, and we are also licensed to do business in many other states.
California License #0465580
Douglas Jones and Melissa Shaw are Registered Representatives of, and offer securities through, J.W. Cole Financial, Inc. (JWC), member FINRA/ SIPC.. Investment advisory services and financial planning services are offered through Douglas W. Jones Associates Financial & Insurance Services, Inc./Jones Associates Financial and Insurance Services, a California Registered Investment Advisor. Jones Associates is not an affiliate of JWC.