For many higher-net-worth individuals and families, the biggest financialchallenge is not simply building more wealth.
It is understanding how everything they have built fits together.
Jacob Graff, ChFC®, a financial advisor in Braintree, Massachusetts, joins NPRN to discuss his approach to personalized wealth building andprotection.
Jacob explains his PIWP Plan, the Personalized Integrated Wealth Building and Protection Plan he developed around the client's goals, concerns, financial position, and long-term objectives.
The conversation covers taxes, estate planning, insurance, retirement, investments, wealth protection, legacy planning, and the importance of understanding the individual behind the numbers.
Jacob also shares a client story involving a 61-year-old woman who believed she needed to work until 70. After reviewing her financial position, Jacob developed a strategy that could potentially allow her to retire at 65 andconsider delaying Social Security.
The interview also explores why Jacob believes clients should choose an advisor they can actually talk to, why local Massachusetts knowledge matters,and why he views financial planning as a long-term partnership.
NPRN recognized Jacob Graff for his personalized, integrated approach to wealth building and protection.
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