Melissa Shaw is a Risk Manager, Insurance Specialist and Financial Counselor.

We help you with your tax planning, risk management, retirement and estate planning.

I help make your financial dreams come true

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.

As an entrepreneur, I have always studied the “Money Game.” First through my grandparents, then my parents, and finally on my own. As a business owner I’ve learned a lot about the nature of “business,” and what the American System of free enterprise is about. I also study taxation, government and the systems in place that make our society work. I’ve grown through the years, selling insurance and doing financial planning.

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 are my passion. What are you passionate about?

Melissa Shaw
CFP® Certified Financial Planner™ professional

I put financial professionals on your team

In addition to financial professionals, I welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone’s expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.

Insurance, Investments & Retirement.

Navigating Life Together.

Wholesale insurance for the financial professional.

We’re there when you need us.

Discover . . . paths to your goals.

Melissa Shaw is a Risk Manager, Insurance Specialist and Financial Counselor.

From Aspiration to Achievement

We can help ensure you receive the most current and comprehensive guidance when determining your short-term, mid-term and long-term personal financial goals.

Learn the Six Areas of Financial Planning

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.

Where does your money come from and where does it go?
– Savings and Investments
– Fixed Expenses
– Variable Expenses

What risks are you exposed to that could sink your financial ship? Risk management addresses insurance issues.

Save money for specific goals, on purpose and make informed decisions. These investments tend to be known as non-qualified monies. They are usually after tax investment dollars.

The government is in partnership with you. Review and understand your 1040 return. Know that we have two tax systems: The income tax and the estate & gift tax.

Build net worth through systematic savings and invest it wisely. These dollars are referred to as qualified money since they are usually in a qualified retirement plan.

How your estate passes can be in your control. It is important to understand how title affects ownership and the rights of a beneficiary designation. Address guardianship issues for young children. Which estate planning documents should you have? Plan for the worst case scenario and you’ll find peace of mind.

Visit Our Office

We are conveniently located in Lake Forest, California, just off Bake Parkway at Rancho Parkway South just below the 241 Toll Road.

Schedule an Appointment

Call me at 800-729-6344. I can help you with a wide range of helpful information and practical strategies — all designed to help you increase your financial literacy and reach your financial goals.

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