Family Index Number

Define Your Future With Confidence

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.

Markets fluctuate. Your confidence doesn't have to.

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.

We can help you gain freedom from worry.

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.”

Franklin Wealth Management

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020, the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Franklin Wealth Management employs several professionals with varied degrees and credentials, including that of Certified Financial Planner. As such, we are qualified to discuss and advise on tax and estate planning matters related to reducing taxes and creating an estate plan and implementation. Advisory services are offered through Franklin Wealth Advisory, LLC.



Franklin Wealth Management, LLC

Office: (423) 870-2140
Fax: (423) 870-2164

4700 Hixson Pike
Hixson, TN 37343

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