Kendall Financial Services

About

Full service tax and financial planning services.

Story

Monica Shaw established Kendall Financial Services in 1988. She started offering bookkeeping and payroll services to a group of small business owners.

At the same time Shaw started Kendall Financial Services, she also became the mom of a daughter who was born with Down Syndrome, a cognitive and developmental disability. As the years passed, Shaw’s reputation for her expertise in complex individual, small business and estate taxes grew. Her concern for her own daughter’s future was a driving force in which she began to study all aspects of financial planning and wealth management. In 1999 she expanded her practice to include additional services of retirement planning and small business employee benefits.

Shaw attended Heald College in 1984 to study the field of accounting. In September, 2006 Shaw attended Kaplan Financial Institute and received her Financial Planning Certificate.

In addition to her role of President at Kendall Financial Services, she leads an active lifestyle participating in the sport of Triathlon. She uses the mental training and coaching skills learned in the sport, applying the lessons and disciplines to her business and services.

Securities services offered through HD Vest Investment Services(SM) (HDVIS), Member/SIPC. Advisory services offered through HD Vest Advisory Services(SM) (HDVAS). HDVIS does not provide tax or legal advice. Please visit www.hdvest.com/social_policy for more information.

Mission

We get people to do what's in their best interest.

Products

KFS and Monica currently offer the following services:

• Advisor for Retirement Planning
• Tax Preparation
• Life & Disability Insurance
• Payroll
• Accounting

Monica Shaw has the following certifications to support her expertise:

1) Financial Planning Certificate from Kaplan University
2) Investment Advisor Representative with HD Vest Advisory Services SM
3) Enrolled Agent authorized to represent before the Internal Revenue Service
4) California Insurance License


Securities services offered through HD Vest Investment Services (SM), (HDVIS), Member/SIPC.
Advisory Services offered through HD Vest Advisory Services (SM) (HDVAS). HDVIS does not provide tax or legal advice. Please visit www.hdvest.com/social_policy for more information.