Financial Planning

True Wealth and Financial Planning

Our comprehensive Wealth Management Team will work with you to create your plan -not just a plan-a strategy that fulfills your plan. We evaluate your current financial and cash flow needs, analyze your goals and calculate your Family Index Number. By leveraging the skills of our team and powerful software systems, we can show you the impact to your plan if we experience higher or lower expected portfolio returns, inflation, the sale of a business or a catastrophic illness, for example.

At Jacob William Advisory, we use your Family Index Number to determine the rate of return necessary on your portfolio assets to pursue your goals and objectives while maintaining resources during your anticipated lifetime. The Family Index Number empowers you to focus on the only number that matters to you and your family. This number not only helps you to remain on track toward pursuing your individual goals and objectives, but helps you manage the anxiety associated with trying to track and interpret short-term market fluctuations.

This personalized Family Index Number is developed by taking your unique goals, resources and circumstances into account and providing a truly relevant benchmark for gauging the performance of your portfolio. We believe a well-conceived plan that adheres to a disciplined process can be more effective for pursuing your objectives than meeting or exceeding a broad market index. A broad index like the S&P 500 doesn’t take certain factors into account that play a significant role in determining your financial picture now and throughout your years in retirement. Your Family Index Number takes into consideration investment time frame, tax situation, life expectancy, lifestyle preferences, healthcare needs and the impact of inflation, among others.

Do you know your Family Index Number?