The Circle of Wealth® system enhances the communication quality between financial advisors and their clients. Its associated applications serve as invaluable "Visual Storyboards" intended to facilitate clear and comprehensive discussions on enhancing wealth management during both accumulation and retirement distribution phases. These visual aides encompass an extensive array of over 100 financial concepts, including topics such as taxes, qualified plans, mortgages, college funding, savings strategies, insurance coverage, retirement planning, among others.
Overview
Circle of Wealth® is a Freeware software in the category Business developed by Jeff Hopper.
The latest version of Circle of Wealth® is 2024.7.27, released on 09/23/2024. It was initially added to our database on 09/23/2024.
Circle of Wealth® runs on the following operating systems: iOS.
Users of Circle of Wealth® gave it a rating of 5 out of 5 stars.
Screenshots (Click to view larger)
07/05/2024
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