Family Wealth Index

Determining Your Family Wealth Index

What is your Family Wealth Index? Through a thoughtful planning process we will determine your Family Wealth Index. It is the rate of return necessary on your portfolio assets to achieve your goals and objectives while maintaining resources during your anticipated lifetime.

When market averages are down sharply, does it keep you up at night? When you see the S&P 500 Index or the Dow Jones Industrial Average fluctuate up and down, consider how it affects you emotionally. By shifting your focus to the only index that really matters to you and your family, your Family Wealth Index, you are empowered to deal with the anticipated ups and downs of the financial markets. Your portfolios will be adjusted and managed specifically to your own personal index.

Knowing this number will assist you in your quest to financial security. Let us do your worrying for you so you can sleep easy at night. We want you to say, "I'm glad I did," not "I wish I had."

If you don't know where you are going, you'll end up someplace else.”
― Yogi Berra