Team
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?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
* These services are offered by David Shaw through Avantax Investment Services℠ .
Dave is the President/CEO of Shaw & Associates in Yuba City, and has in-depth knowledge of wealth management, taxes and accounting. For the fifth year in a row, Dave was voted Yuba-Sutter’s Best Financial Advisor.
Susan has been a resident of the Yuba Sutter Area most of her life. As a graduate of Heald Business College, she has a firm grasp on the tax and accounting needs of our clients.
Emily is the Client Services Coordinator for Shaw and Associates. Emily has many years of customer service, administrative and bookkeeping experience. She enjoys working with people and getting to know you, our clients. As...