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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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