Family Index Number
Determining Your Family Index Number
Markets fluctuate. Your confidence doesn't have to.
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.”