The Circle of Wealth® is a system that significantly improves the level and quality of communication between financial advisors and their clients. The supporting applications excel as “Visual Storyboards” to help the advisor clearly communicate the many ways to improve the efficiency of a client’s wealth during accumulation and retirement distribution. The visual storyboards cover over 100 individual financial concepts such as taxes, qualified plans, mortgages, college funding, savings plans, insurance protection, retirement planning, and many more.
This app is really good it helps me a lot you should get it
Great app
donsbuddy
Great app thank you so much for making this app
Various minor enhancements and bug fixes. See the help file for specifics.
Version 2026.8.21
The developer, Jeff Hopper, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
Usage Data
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
Seller
Jeff Hopper
Size
49.7 MB
Category
Business
Compatibility
Requires iOS 13.0 or later.
iPhone Requires iOS 13.0 or later.
iPad Requires iPadOS 13.0 or later.
iPod touch Requires iOS 13.0 or later.
Mac Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
