Financial Planning

Financial Planning and Your Family Index

Making a Difference for You and Your Family

Our Comprehensive Financial Planning Team will work with you to create, evaluate and implement your personalized strategies with your specific goals in mind. Enabling you to enjoy what is important to you- relationships, experiences, and dreams.

Your life is ever changing and regular reviews provide an opportunity to stress test your plan against your current financial resources. The review provides an opportunity to discuss life changes which may take place in the near or distant future that requires adjustments to you plan. Your plan utilized our live software capabilities so we can show you the impact to your plan if the following changes occur; higher or lower expected portfolio returns, inflation, sell of a business, or a catastrophic illness. We work with you to set a Family Index unique to your needs.

Your Family Index Number

Your Family Index Number is as unique as your fingerprint. It is highly personalized measurement developed between you and your financial planning team. It is the rate of return your portfolio should target to pursue your goals and objectives while maintaining your resources during your anticipated lifetime. We take this number and run an exhaustive analysis with many variables to determine the probability of success your Family Index Number will have in pursuing your goals.

When the S&P or the Dow Jones Industrial Average fluctuates and you have significant investments, it affects your mood. Knowing your Family Index Number allows a person to design a portfolio that helps manage the amount of fluctuation. Using this number, we can work with you to properly target a specific rate of return relative to your risk number.

Empower yourself with a focus on the one number that matters to you and your family – YOUR FAMILY INDEX NUMBER. Reduce the emotional ups and downs of investing by knowing your number, and let us do the worrying for you.


Do you know your Family Index Number?

We follow our code, “Wealth Designed. Life Defined.™” – and this number allows your team to assist you in your quest to attain True Wealth.