comprehensive Financial advice at one fair fee
All the financial advice you need to create your version of abundance
One Fair Fee
To grow your wealth and live an abundant life, you need financial advice that actually maximizes your wealth.
But there's a problem...
The truth is...
Investment firms are incentivized to invest your money in ways that benefit them - not you. And your advisor has no choice but to give you subpar advice.
Advisors survive in this industry not because they give the best advice, but because they create the most revenue for their firms.
But I believe it’s just plain wrong for salespeople to impersonate advisors, creating imaginary problems and making you invest your money based on fear.
That's why I got out.
Having been in the industry for 20 years, and having worked for one of the top financial planning firms in the U.S., I left because I was forced to charge layers and layers of fees. My clients were confused and overwhelmed by their fees, all their different logins, and their statements.
I chose to become a fiduciary because I don't want to be a salesperson. I want to do what’s actually in your best interest - the law even holds me accountable to give you the best possible advice.
Questions? Text me at (401) 406-8090
Here's The Plan:
Step 1: Analyze your current investments and fees
We'll conduct a free "Fee Audit" to uncover the ways your current investment strategy is costing you too much and not making you enough.
step 2: Create Holistic
After our first call, we’ll take a look at your statements and see how we can help you immediately save money on fees and taxes.
Step 3: Enjoy your
You’ll feel confident and savvy (and rightly so!) knowing you’re growing your wealth smarter than anyone else in the room.
My Promise to You
I’m so confident in the wealth-building plan we’ll create that if after the first 6 months you're not satisfied for any reason, I'll...
It's that simple.
Shaun M. Jones has advised clients on all aspects of investment strategy, portfolio risk, and wealth management for almost two decades. His clients include affluent individuals and families primarily in the legal, medical, and executive fields.
A contributing author to the book Real Life Financial Planning for Physicians, Shaun has published research in the field of personal wealth management and contributes to articles for major financial outlets like CNBC online.