About MoneyTrax and the Circle of Wealth® system

MoneyTrax, Inc. was founded in 1994 by Don Blanton and has gained national recognition for its unique planning process and easy-to-use client-centered financial software known as the Circle of Wealth® system. While there are many software and communication tools written for the financial professional, there is little available in the financial services industry written from the client’s perspective.

The Circle of Wealth® system centers around the concept of helping people avoid transferring money away unknowingly and unnecessarily. There are only two ways for an advisor to help clients with their finances. The traditional method is to review what the client is currently doing and recommend better products that potentially pay higher rates of return often requiring increased risk. The second is to help the client be more efficient with the resources they have by avoiding unnecessary transfers such as interest on debt, credit cards, car payments, taxes, how you pay your mortgage and how you fund your qualified retirement accounts. The Circle of Wealth® system operates under the philosophy that there is potentially more financial opportunity by avoiding the losses than there may be by picking the winners.

If you are a financial services professional and would like to learn how MoneyTrax has helped over 5,000 financial services professionals like you better serve their clients and help them become more efficient financially using the philosophies of the Circle of Wealth® system click here.