Jurnex Investment Advisors Publishes Paper on How To Choose A Financial Advisor
As an ongoing commitment to helping people manage their financial wealth, Jurnex Investment Advisors today released a guide on how to choose a financial advisor that is best for you.
"We're very excited to publish this comprehensive guide" said Tom Yeung, founder of Jurnex. "In our experience, we've found that 80% of people choose the first financial advisor they speak with. People are often uncomfortable talking about their personal finances, and this causes people to shy away from shopping around for the right advisor." Yeung continued. "This is a missed opportunity since the right financial advisor can make a huge difference in good planning."
Asked about the process of creating the guide, Yeung responded "We don't mind if people use this guide to choose advisors besides ourselves. In fact, we'd love it. This report shows our commitment to helping people gain control of their financial well-being. If that involves choosing a robo advisor or a different firm, we're happy that we can still make a difference."
The guide will help readers determine the type of financial advisor customers might look for. This list includes robo advisors, hybrid models, financial consultants and traditional financial advisors. The report also highlights the importance of finding the right personal fit. "Planning for retirement is one of the most important things you can do today" Yeung said. "Small changes today can determine your quality of life for years to come later down the road. And these changes are something that you can start today."
The report is available here (https://jurnex.com/
Jurnex Investment Advisors is an independent, Washington DC-based financial advisory firm serving clients throughout the US. The firm specializes in serving affluent individuals and families with special circumstances, such as divorce, widowhood, business ownership, LGBT planning and high net-worth wealth management
The firm is a Registered Investment Advisor. For more information, please visit the Jurnex website at www.jurnex.com or call 925-JURNEX-1 (925-587-6391)