Protecting your portfolio for the future.
Maximizing the after-tax value of your investments.
To grow your wealth and protect your portfolio, you need financial advice that actually maximizes your wealth.
Here’s how we’ll work together to secure your financial future.
I became a fiduciary to put the needs of my clients first. I believe that people deserve a financial advisor who is truly committed to their well-being and best interests, without any ulterior motives or incentives.
Using my knowledge and experience, we’ll build a financial plan tailored specifically to your unique goals and financial situation. I will hold you accountable for sticking to your plan and provide objective feedback on financial decisions where and when you need it.
While I handle the research and analysis, you’ll save time and feel confident knowing your financial strategy is taken care of.
Investment & Tax Audit
A tax audit aims to help individuals maximize their after-tax wealth over their lifetime instead of just minimizing the taxes they pay each year. Traditional tax planning only focuses on the previous year and how to legally pay the least amount of taxes. However, the JFWM Tax Audit helps individuals identify opportunities to maximize their lifetime after-tax wealth by examining factors such as tax-loss harvesting, investment allocation optimization, tax return matching, variable annuities, Roth conversions, charitable giving, and more. The audit aims to address these issues to help individuals improve their financial outlook.
My Promise to You.
I’m not just confident in our wealth-building plan – I’m putting my money where my mouth is. If you’re not completely satisfied with our progress in the first 6 months, I’ll take immediate action:
I’ll stop charging you my fees immediately.
Help you find a new advisor.
Streamline your transfer to your new advisor.
Refund all fees from your first 6 months.
Schedule a Curiosity Call
Get quick answers to your questions without any charge, and discover potential ways to reduce expenses and improve returns in just one brief informal call.
Shaun Jones, CFS, CFP
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.
As someone who has worked as a personal financial advisor for almost two decades, I became disheartened by the recommendations being made by other advisors – I even began to question my own. However, I didn’t let this frustration push me out of the industry. Instead, I used it as inspiration to become a trusted source of honest advice for my clients.
If you’re looking to take control of your finances and start building your wealth with confidence, I invite you to read my book. By sharing my insights and expertise, I hope to help you make informed decisions and avoid the pitfalls that can hold you back. Don’t let the noise of the industry confuse or mislead you any longer – let me guide you towards a brighter financial future.