Circle of Wealth

There are two ways for an advisor to help clients with their finances.

The traditional method is to assess the current portfolio and the long-range goals, and then recommend better tools and products that, hopefully, will pay a higher rate of return. This often includes a higher, and uncomfortable, risk.

The second way is to also examine resources, habits, perspectives and oversights that can erode financial assets.

Howard Silvermintz wants to do both.

He’ll explain the three categories of money:

  • Accumulated money is what you have saved and invested.
  • Lifestyle money is what you spend for your home, car, basic needs, perceived needs and recreation.
  • Transferred money is how you, sometimes unknowingly, spend or waste revenues on loan interest—from automobiles to housing; consumer debt on credit card or revolving credit; taxes; the method of mortgage payments and funding retirement.

Howard Silvermintz will use The Circle of Wealth® system to teach you to:

  1. Be more efficient with the money you already have
  2. Eliminate wasteful transfers of wealth
  3. Develop reasonable and effective savings and investments, without sacrificing quality of life

 



Are you ready to take the next step and speak with a financial professional?

For decades insurance has been a necessary evil – a piece of financial protection that wise individuals won’t live without. And while it’s always been considered part of “financial planning”, most of the planning relates to the individual becoming disabled or meeting an untimely death and making arrangements for the family’s financial security if the unthinkable occurs.

Now families, individuals and business owners can add insurance products to their active financial planning tool kits –to improve their lifestyles, to increase their own net worth, and to enjoy life and prosperity even while they plan for retirement.

Learn more about the Circle of Wealth and the positive impact insurance products can have right now — not only when the unthinkable happens.

Discover a new way to look at saving.



FOR YOUR BUSINESS

Guide Your Business. Protect Your Key People. Learn and Implement The Financial Strategies Of The Wealthy.

InsurAtlanta will help you learn more about Group Health Insurance and Business Continuation Insurance.


Discover A New Way To Look At Saving


A successful retirement can happen sooner than you think

InsurAtlanta, Inc., is an Atlanta-based agency advising clients on purchasing health, life, and disability insurance coverage, long-term care coverage, as well as customized plans for their financial future. InsurAtlanta brings more than two decades of extensive experience in long-term insurance and retirement planning for individuals, professionals, small business owners and families.

InsurAtlanta's Howard is both a Chartered Life Underwriter® (CLU), offering expertise on risk management to clients on topics like financial planning, insurance law, estate planning, and business planning; and a Chartered Financial Consultant® (ChFC), focusing on financial planning disciplines, including insurance, income taxation, retirement planning, investments and estate planning.