NILA

(610) 722-5948  (570) 826-1801

[email protected]

BrokerCheck

Client Portal

“An investment in knowledge pays the best interest”

– Benjamin Franklin

Take our financial wellness quiz now!

Start Quiz

Aligning your portfolio with your tolerance for risk can go a long way in determining the probability of you reaching your financial goals.

Are you confused by labels such as Aggressive, Moderately Aggressive, Moderately Conservative, etc?

More importantly, what do these “labels” mean for you and your portfolio if interest rates suddenly rise or stocks suddenly fall?

Our process takes the focus off of these stereotypes by using leading scientific theory to objectively pinpoint an investors risk number.

Click below to learn your Risk number in 60 seconds.

Why do so many financial plans fail?

There are countless documented stories of famous wealthy people who died without a will or left behind disastrous financial plans. Joe Robbie ( Miami Dolphins owner), Michael Jackson, Prince, and Philip Seymour Hoffman are just a few.

Download our free special report on the 10 Reasons Why Financial Plans fail
  • This field is for validation purposes and should be left unchanged.

Stay Informed

Our weekly Financial Wellness newsletter and Market Commentary will keep you well informed on timely and relevant financial planning, investment, and economic related topics that can impact your finances.

Sign Up

  • This field is for validation purposes and should be left unchanged.

Don’t hesitate to contact us

To Learn More About The Jacobi Method and How We Can Help You Let’s Get Connected