Screenshots

Description

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.

What’s New

Version 2021.11.12

U.S. income tax rates updated to 2021
Spending Game tweaks and bug fixes

Ratings and Reviews

4.8 out of 5
4 Ratings

4 Ratings

Miles Lacey ,

This app is really good it helps me a lot

This app is really good it helps me a lot you should get it

donsbuddy ,

Great app

Great app thank you so much for making this app

App Privacy

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

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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