Shaw & Associates

Financial ServicesCalifornia, United States11-50 Employees

WE CHANGE LIVES AND INSPIRE “TRUE WEALTH” – ONE PERSON, ONE FAMILY, ONE BUSINESS AT A TIME.

We have been working with individuals and businesses in the area for more than 50 years.   Each of our professionals have extensive personal and professional experience to help meet your financial needs.   Our professionals hold various professional designations, including a variety of investment and insurance licenses. 

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.  One of the benefits of working with us is our ability to provide clear, easily understood explanations of tax and financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future. 

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.  Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

•Wealth management
•Strategic tax planning
•Retirement strategies
•Estate conservation
•Insurance and annuity products 
•Accounting services
•Payroll services

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. 

Our team of financial professionals can help you address: 
•Investing principles and strategies*
•Retirement investing and distribution strategies*
•Estate conservation issues 
•Risk management 

We also can answer your questions, including: 
•Can I retire early?*
•Are my investments working hard enough?*
•What’s the best approach for college savings?*
•What are the elements of a sound estate strategy? 
•Do I have enough life insurance for my family?

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