“Excellent read with clear and concise points. Would recommend to anyone looking to improve their wealth building acumen” – J.C.

How to Protect Your Portfolio from Today's Misled Industry

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This book will show you how to make sure your advisor is on the ball including:

Probing questions to ask your wealth advisor
Simple tests to make sure you’re getting the best results
Red flags to look out for
Top things advisors don’t want you to know
Top things you should know about advisors

This book also contains insider knowledge about which minority of fees are worth paying for, how to invest with a strategy of certainty rather than gambling, and how markets and wealth advisors really work.

Whether you want to ensure your advisor is on the ball or to solidify your understanding of the market, this book is for you.

Lack of integrity in investing has been exposed!

Enjoyed the read, eye opener on the pitfalls of investing as it pertains to the lack of integrity in the investment world. Invaluable insight and tools on the process of choosing and hiring a financial advisor

M.P.

A must read for seasoned and novice investors

Shaun Jones’ treatise is a refreshing expose of the flaws within the common template utilized by the typical financial advisor. This is a rare opportunity to learn from an industry insider. He exposes the flaws inherent in the advisory arena. A compelling read to help you protect your finances.

M.P.

Quick read to get perspective on financial advising

Most people aren't going to get rich by obsessively consuming and reflexively reacting to news, social media or daily ups and downs in the market. Like online gambling, it can be easy to throw good money after bad chasing the adrenaline rush of beating the market for a day but losing the long game of achieving goals with a strategy. The market exhibits longer term trends that can be taken advantage of, without fretting over the day's headlines and market reports. Shaun offers a quick read for investors of most experience levels that will help you take a step back, understand how Shaun approaches advising and/or what you should be asking of your current advisor, to make sure they have your best interests (i.e. your goals and strategy) at heart. Cut through the clutter and noise, spend a few dollars and a few hours on this book.

P.M.

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.

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.

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