melissashawplanner.com
Melissa Shaw, CFP
http://www.melissashawplanner.com/accentpage.htm
Helping you with your insurance needs. Is the area of finances covered by insurance. We try to use insurance to manage risk, so we don’t sink our financial ship! We try to protect ourselves and our loved ones. This page has links and information to help you do some of your own research, and even apply for coverage on line. Thank you for working with me. Let me know if you need additional help or have questions! Get a quote or apply online for Anthem Blue Cross of California Health Insurance. HSA First Am...
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Melissa Shaw, CFP
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Melissa Shaw Jones is a registered representative of, and offers securities through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA). Our primary regulator, FINRA. Provides numerous investor education materials. One resource is BrokerCheck. Which provides information about firms and financial advisors. Accent Insurance Brokerage - main website. Anthem Blue Cross Health Insurance. HSA First American Bank Enrollment. Melissa Shaw, CFP.
melissashawplanner.com
Melissa Shaw, CFP
http://www.melissashawplanner.com/map3.htm
We are easy to find! 26477 Rancho Parkway South. Lake Forest, CA 92630. 800-729-6344 x204 or 949-699-1662 x204. Located off Bake Parkway at Rancho Parkway South just below the 241 Toll Road. Take Rancho Parkway South to the top of the hill. Turn right at the Foothill Business Park sign, and right again in the parking lot. Click here for a printable pdf version of our map. Click here to contact Melissa Shaw by email. Melissa Shaw is a Risk Manager, Insurance Specialist and Financial Counselor.
melissashawplanner.com
Melissa Shaw, CFP
http://www.melissashawplanner.com/profile.htm
Melissa Shaw, CFP. Melissa Shaw is a businesswoman and entrepreneur, as well as a wife and mother. Her talent for business grew out of her relationship with her grandparents while growing up in Oregon. She held a real estate license at the age of 19, and had an insurance license by the time she was 21. Melissa married a friendly competitor in 1989, Douglas Jones, CLU, ChFC. Together they have built a family business in Jones Associates. Their two sons were born in 1993 and 1994 and are only eight...Is an...
melissashawplanner.com
Wholesale Financial Counselor Notebooks for Planners, Dealers, Credit Unions, CUSO's, Banks, CPA Firms
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Accent Insurance Brokerage - main website. Anthem Blue Cross Health Insurance. HSA First American Bank Enrollment. Wholesale Insurance for the Financial Professional. Working with Melissa for a Financial Tune-Up. Solving your Long Term Care Dilemma. Financial and Insurance Services, Inc. Order Your $100 Financial Organizer. Learn More About Playing the Money Game. Wholesale Financial Counselor Notebooks Available. Melissa Shaw, CFP. And Accent Insurance Brokerage.
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Financial Counseling with Melissa Shaw, CFP
http://www.melissashawplanner.com/financialcounseling.htm
The complexity of the Money Game has increased every year. With tax law changes, pension rules, investment choices and your ability to earn more money, life has become complicated. Henry Ford said You don't need to know everything yourself, you just have to know where to go to get it. A little good advice can go a long way. It pays to listen to experts and see what guidance and insight they have for your situation. The mastermind group has proven that collective brilliance exists! It's time for a tune-up!
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Melissa Shaw, CFP, Continuing Education Courses for Licensed Professionals
http://www.melissashawplanner.com/education.htm
Public Speaking and Continuing Education Courses for Licensed Professionals. Melissa Shaw, CFP is an experienced and entertaining speaker on many topics relating to financial services. She has spoken at many industry functions and teaches classes. She is an approved provider with the California Department of Insurance to teach continuing education credits. (CE Provider Number 21004). Mixing the Bed Sheets and the Balance Sheets: Helping couples with insurance needs. Approval Period: to 3/31/2016. Or by c...
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Wholesale Financial Counselor Notebooks for Planners, Dealers, Credit Unions, CUSO's, Banks, CPA Firms
http://www.melissashawplanner.com/marketingopportunity.htm
Wholesale Financial Counselor Notebooks Available. Wholesale opportunities exist for planners, broker dealers, credit unions, CUSO's, banks, CPA firms. And other groups interested in bringing value added services to their members and clients. The NASD has reviewed the Financial Counselor Notebook. Turnkey marketing opportunities exist that include:. Customized Financial Counselor Notebooks. Co-branded and customized especially for your organization. Leading customers to this valuable product is easy.
melissashawplanner.com
Financial Tune-Up with Melissa Shaw, CFP
http://www.melissashawplanner.com/workwithmel.htm
Working with Melissa for a Financial Tune-Up. Are you frustrated by your finances? It's time for a tune-up! Begin with a balance sheet. What are your assets and what are your liabilities? What is your investment net worth? That's the goose that lays the golden eggs to support your retirement years. Where does your money come from, and where does it go to? That's Cash Flow Analysis, and it's an important step in the financial planning process. What areas of financial planning have you managed well? Meliss...
melissashawplanner.com
Melissa Shaw, CFP, Risk Manager, Insurance Specialist and Financial Counselor
http://www.melissashawplanner.com/index.htm
Welcome to my website. With the aid of technology, I am able to share a lot of information and organize it in a fashion that makes it more useful. I hope you enjoy my site. I work in service. I help people make their dreams come true. Accent Insurance Brokerage holds many wonderful relationships, and has been my stability. But my financial counseling practice and the Financial Counselor Notebook. Is my passion. What are you passionate about? Which provides information about firms and financial advisors.
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