# Circle of Wealth®

> Financial advisor-client communication tool with visual financial concept storyboards. (iPhone/iPad app by Jeff Hopper.)

- Source: https://appshunter.io/ios/app/circle-of-wealth/id1451627412 (this page in markdown: same URL + `.md`)
- Developer: [Jeff Hopper](https://appshunter.io/developer/1451627411)
- Category: Business, Productivity
- Price: Free
- Rating: 4.80/5 from 5 App Store ratings · 2 written reviews indexed
- Age rating: 4+
- Requires: iOS 13.0 · 47 MB
- Languages: American English
- Released: 2019-04-02
- Data updated: 2026-09-02
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/circle-of-wealth/id1451627412/reviews.md

## What is Circle of Wealth®?

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.

## Key features

- Visual storyboards for financial concepts
- Improved advisor-client communication
- Covers wealth accumulation strategies
- Explains retirement distribution planning
- Illustrates over 100 financial topics

## Recent user reviews (2 of 2)

All indexed reviews: https://appshunter.io/ios/app/circle-of-wealth/id1451627412/reviews.md

### 5/5 — This app is really good it helps me a lot

*2019-04-12*

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

### 5/5 — Great app

*2019-04-11*

Great app thank you so much for making this app

## Frequently asked questions about Circle of Wealth®

### What is Circle of Wealth® used for?

Circle of Wealth® is a system designed to significantly improve communication between financial advisors and their clients. It uses visual storyboards to clearly explain over 100 financial concepts related to wealth accumulation and retirement distribution.

### Is Circle of Wealth® free to use?

Yes, Circle of Wealth® is available for free. The app is listed as 'Free' and does not indicate any in-app purchases or subscription fees.

### What financial topics does Circle of Wealth® cover?

Circle of Wealth® covers a wide range of financial topics, including taxes, qualified plans, mortgages, college funding, savings plans, insurance protection, and retirement planning, among over 100 individual concepts.

### What devices is Circle of Wealth® available on?

Circle of Wealth® is supported on iPhone, iPad, and iPod devices. It is designed for Apple's mobile operating system.

### How often is Circle of Wealth® updated?

The latest version of Circle of Wealth® is 2026.3.2, which was last updated on March 3, 2026. This indicates a very recent update.

### What is the user rating for Circle of Wealth®?

Circle of Wealth® has a high user rating of 4.8 stars, based on 5 ratings. This suggests a very positive reception from its users.

### Does Circle of Wealth® have ads?

No, Circle of Wealth® does not contain advertisements. The app is listed with 'hasAds' as false, meaning it is ad-free.

### What is the age rating for Circle of Wealth®?

Circle of Wealth® has an age rating of 4+. This means it is suitable for users aged 4 and above.

## Version history (last 5 releases)

### 2026.8.21 — 2026-08-22

Various minor enhancements and bug fixes. See the help file for specifics.

### 2026.4.22 — 2026-04-22

Tax rate and statistics updates for 2026
Several tweaks and bug fixes

### 2026.3.2 — 2026-03-03

Fixed Financial GPS Estimate Tax Rate selection not working

### 2026.2.28 — 2026-03-01

New member setting to select desired tax tables.

### 2026.1.31 — 2026-02-01

PEM & Financial GPS Updates
New Debt Elimination Calculator.
Spending Game Hazard Functionality
Market History & Inflation Data Updated

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-09-02.*