The Circle of Wealth® system empowers advisors to provide comprehensive planning for their clients.  The system addresses planning for retirement, estate, business, and college funding.  Advisors are also able to help their clients avoid transferring money away unknowingly and unnecessarily. This is accomplished by addressing areas such as interest on debt, credit cards, car payments, taxes, how they pay their mortgage and how they fund their qualified retirement accounts.

In less than 10 minutes an advisor using Circle of Wealth® system can answer the 4 most important questions anyone serious about their finances should know:

  1. What rate of return do you have to earn on your savings and investment dollars to be able to retire at your current standard of living and have your money last through your life expectancy?
  2. How much do you need to save on an annual basis to be able to retire at your current standard of living and have your money last till life expectancy?
  3. Doing what you are currently doing, how long will you have to work to be able to retire and live your current lifestyle till life expectancy?
  4. If you don’t do anything different than you are doing today, how much will you have to reduce your standard of living at retirement for your money to last to your life expectancy?

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Advisors can learn more about the Circle of Wealth® system by scheduling an Advisor Consultation.