About Circle of Wealth® System

 

The Circle of Wealth® system is first and foremost a platform designed to communicate and educate the public on how money really works.  The discussions include but are not limited to taxes, qualified and non-qualified investment plans, mortgages, the accumulation and distribution of assets, and the overall wealth-building process. This holistic approach also explores the effects of “transferred money” and the “opportunity costs” associated with those lost dollars as well as possible strategies to recapture those dollars for other purposes. The truth is that common knowledge conceptions of how to protect, save, and invest one's assets and wealth are often incomplete, mis-guided, or flat-out wrong. The Circle of Wealth® system illustrates the effects of these differing financial strategies and better equips the consumer to make educated and sound financial choices.

 

The Circle of Wealth® process encourages the financial advisor to more fully understand the needs and desires of the consumer, guides the consumer through their own self-discovery of how money works, and then facilitates helping the consumer to make more educated choices in order to make what they WANT to happen a reality.