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Determining Your Family Index Number



What is your Family Index Number? Your Family Index Number is the rate of return necessary on your portfolio assets to achieve your goals and objectives while maintaining resources during your anticipated lifetime. At Franklin Wealth, we will develop and refer back to your Family Index Number to help you reach your goals and dreams.

When averages are down 10%, does it give you a hollow feeling in the pit of your stomach or keep you up at night? When you see the S&P 500 or Dow Jones Industrial average fluctuate up and down, consider how it affects your mood. Do you understand how it will truly impact your financial future along with your ability to achieve True Wealth? Empower yourself to focus on the only number that matters to you and your family: your Family Index Number.

In figuring your Family Index Number, the amount of certainty you want from your portfolio is considered against the amount of return you need to achieve your goals.  Sometimes these are easily determined and very compatible.  Sometimes we need to embrace more uncertainty to achieve our goals and sometimes we can afford and should embrace a more conservative posture.

Knowing this number will not only assist you in your quest to attain your goal of Living Well (however you define it), but it will also free you from the ups and downs of the market. Let us do your worrying for you so you can sleep easy at night. We want you to get to the end of your life and say, “I’m glad I did,” not “I wish I had.”