What Makes Circle of Wealth^® Unique?

If What You Thought To Be True About Money...

The public (your clients and prospective clients) generally know that they must play in the financial “game” if they are to secure their retirement and maintain the standard of living they have become accustomed to.

Let’s assume you had to play in the Masters Golf tournament however you have never played a round of golf. You have two choices on how to play. You could have the clubs of any player who has ever played or you could have their ability (which we will call the “swing”). Which option would most likely assure you of a win…Of course it would be the swing.

The financial industry offers the tools (clubs) needed to play the game. However having the right club does not necessarily mean your client will win. Most Americans spend more time planning their vacation then their retirement. However we often assume that people have a clear understanding of the process they need to follow to win the financial game.

...Turned Out Not To Be True, When Would Your Clients Want To Know?

With this assumption, the industry trains its advisors on the products it offers and how those products work such as stocks, bonds, mutual funds, mortgages, and insurance that the client knows they must have to play the game. It is very important to offer competitive products and understand how they work. However if your clients do not know how to “swing” then they may never win financially…..no matter how great your product offering is.

The Circle of Wealth^® process focuses on the swing first before we ever go to the club house to get fitted for the sticks. In other words we focus on many factors that could be eroding someone’s wealth by not having these products properly aligned such as inflation, taxes, liabilities, and much more. We also focus strongly on maintaining "LUC" Liquidity Use and Control of one's money and ensuring that what the client wants to happen….will happen.