Your time is extremely valuable; many financial advisors know this and use it to their advantage.
They know that if you had the time, you would delve deeper into your finances and probably see that:
Your advisor is doing next to nothing to help you with tax planning.
You know that taxes are a huge expense, and there are several great loopholes you can take advantage of (even if your firm pays partners W2 only), but most advisors either don’t know or don’t care to help you save money on taxes.
Your advisor is either making unnecessary trades on your account, thinking they can beat the market, or look busy, but in reality, they are just stacking up fees or taxes that you have to pay. Because every time they move your stocks around, they are causing an expense. Or worse yet, they have outsourced your trading to a cleverly named program that you pay for. It may sound fancy and include the words “Private Client” or tell you they are “Custom,” but those are just code words for “I am outsourcing your trading and getting you to pay for it.
Also, remember what I mentioned earlier about the stock market? It has incredible returns, but you need to let it alone and be patient for a bit.
So you’re probably paying your advisor to be as impatient as possible or to trade bonds you would be better off not owning, which earns you worse returns and insane fees.
They purposefully make the investment statements hard to understand so that you can’t tell what’s up and what’s down anymore.
You may already know this, but you don’t think you have the time or energy to fix it.
Seriously, switching away from a big-box, investment-only firm isn’t that hard, and it may be the best financial move you ever make.
And I’m going to tell you, you can get your financial house in order with almost none of your time and no headaches.
The truth is…
You can save a lot of money on taxes.
You can expect to beat the market.
You can stop watching the financial news.
You can expect to be protected from large losses.
You can expect to achieve better cash flow than dividends or bond interest.
I have built my whole firm to allow me to avoid the industry’s shortcomings and add real value to my client’s lives.
My clients get true value. That’s why I give a fee warranty.
It’s ok that you aren’t completely sure you are maximizing your investments.
It’s okay that you are not completely sure you are set up properly tax-wise.
It’s ok that you don’t have your estate plan completely up to date.
I have seen it all. I won’t waste your time or mine. I can easily demonstrate where you can improve before you pay a dime.
And if I’m wrong, I will refund you my fees.
What is the biggest reason you don’t improve the advice you are getting right now?
Does it make sense for us to have a conversation?
Let’s first have a short meeting to ensure we are a good match. If you qualify, we’ll get moving on your behalf right away.
So stop dumping your money into those big-box investment-only firms and get on my calendar using this link: https://jonesfwm.com/meet-with-shaun/
What do you have to lose?
P.S. Don’t take my word for it. Listen to what a client recently said: https://youtube.com/shorts/xpQ_Jft0Jic?feature=share