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Melissa Shaw, CFP®

Jones Associates

26477 Rancho Parkway S
Lake Forest, CA 92630
Phone: (949) 699-1660
Fax: (949) 699-1069

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Household Income Minimum: $50,000
Investable Asset Minimum: $5,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Insurance
  • Retirement
  • Long-term Care

 

How Planner Charges

Considerations: The Financial Counselor Notebook personal financial organizer system is part of our practice. www.FCN.com

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.