Circle of Wealth® 4+
Jeff Hopper
Designed for iPad
-
- Free
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 2024.4.13
Tax rates updated for TY 2024
Ratings and Reviews
This app is really good it helps me a lot
This app is really good it helps me a lot you should get it
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
Information
- Seller
- Jeff Hopper
- Size
- 50.1 MB
- Category
- Business
- Compatibility
-
- iPhone
- Requires iOS 12.0 or later.
- iPad
- Requires iPadOS 12.0 or later.
- iPod touch
- Requires iOS 12.0 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 1994-2024 MoneyTrax, Inc.
- Price
- Free