Wealth Planning

Wealth Planning

Our goal is to help you make wise financial decisions, so you can spend more time doing what you love. Evaluating your current needs and future goals, we will design a financial plan that fits your life.  We will communicate with you regularly to make sure your plan is on track and discuss any recent or anticipated life changes.  It is also imperative to manage risks (i.e. inflation, market, credit, liquidity, default, foreign investments) in relation to your goals.  If necessary, we will adjust your plan to accommodate those changes.

Our Wealth Advisors will work with you to create a financial plan to achieve your financial objectives. Utilizing an interactive software program, we can track your finances through retirement and illustrate hypothetical future situations, such as higher or lower than anticipated portfolio returns, optimizing the value of your social security, inflation, or a catastrophic illness.  This will help us to determine your Family Index Number.

Your Family Index Number

At Kanai Pettigrew Financial Group, we use your Family Index Number to determine the rate of return necessary on your portfolio assets to pursue your goals and objectives while maintaining resources during your anticipated lifetime.

The Family Index Number empowers you to focus on the only number that matters to you and your family. This number not only helps you to remain on track toward pursuing your individual goals and objectives, but helps you manage the anxiety associated with trying to track and interpret short-term market fluctuations.

Your personalized Family Index Number is developed by taking your unique goals, resources and circumstances into account and providing a truly relevant benchmark for gauging the performance of your portfolio. We believe a well-conceived plan that adheres to a disciplined process can be more effective for pursuing your objectives than meeting or exceeding a broad market index.

A broad index like the S&P 500 doesn’t take certain factors into account that play a significant role in determining your financial picture now and throughout your years in retirement. Your Family Index Number takes into consideration investment time frame, tax situation, life expectancy, lifestyle preferences, healthcare needs and the impact of inflation, among others.

Do you know your Family Index Number?

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