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The Infinity Program™
and
The Infinity Retirement Advantage™
are designed to manage the advanced
planning requirements of high income/high asset business owners,
professionals, executives, retirees and their families. Experience
with these two programs has proven that clients consistently
achieve superior results when all of their advisors are
involved in the planning. Your team of advisors may have a great
deal to contribute to your plans .. .if they're asked and if they
are aware of what the other advisors are doing.
When your advisors
are working independently of each other, missed opportunity and
hidden dangers build up over time and have the potential to affect
your plans ... sometimes to a very material degree. We call these
gaps in a client's plans
"Value Leaks™". In
simplest terms
Value Leaks™
are the opportunities that you are
missing out on because of communication and consultation breakdown
in your
Advisor Circle™
As the image
illustrates, many clients attempt to manage and direct their
Advisor Circle™
themselves. However, it's often an activity that competes with
their central role in many other areas of their life ...
work/business, family, fun, community, etc. As a result, their
financial management isn't given the time or attention required to
build plans that work. The fact that financial management usually
isn't an area of expertise for most clients further diminishes the
results that a client is able to obtain on their own.
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