Perfect Circle
  • About
  • Contact
  • Integrated Wealth Planning
  • Corporate Wellbeing
  • Travel Insurance
  • Wealth Protection
  • Wealth Management (Investments)

About
Us

 

Founded in 2008 as an independent benefits consulting firm, since then Perfect Circle has worked shoulder to shoulder with the world’s most prestigious insurance and investment companies. Over the years we have accumulated extensive experience in the areas of wealth protection and wealth planning for both individuals and companies. Thanks to this, we have become the guide with whom our clients manage their present to ensure their future.


The consistent quality of our service has made us the favorite partner of World of America Global Partners, an important U.S. brokerage firm with more than 35 years of experience. With a guaranty of solidity and responsibility, we help you establish and implement a perfect circle of goals and priorities, placing you at the center of all your financial decisions.

Europe, Mexico, Latin America and the Caribbean
A Pleasant Journey

Wealth Protection

YOU ARE THE CENTER OF THE CIRCLE

YOU MOVE YOUR WORLD, everything that revolves around you comes second. No possession has any value without you there first to acquire, use and maintain it. You are the generator. You are the person working hard to provide a better life for you and your family. You are the most important possession you have. Has anyone reminded you of this recently?

I acquired a life insurance policy for my family’s protection through Perfect Circle, the service has been incredible and I recommend this great company 100%!
Santo Domingo, Dominican Republic

% Only 5% of all people will have a retirement that enables them to live independently, with dignity and without economic worries.

CIRCLES OF PROTECTION

THE NATURE OF LIFE HAS A FRAGILE PERIMETER.

Accidents, illness, old age and death are part of the human condition. As much as we’d like these facts to be fiction, that’s how life is. What an intelligent person can do is understand this condition and protect their core. Circles of protection are for taking care of the most important asset against all those “unthinkable” incidents that are part of coming into this world. These assets lie at the heart of everything; they are you and your loved ones.

Perfect Circle is a great company! I have a medical policy that protects my wealth and a savings plan that ensures me a luxurious retirement. Fabulous! I should emphasize that the service has been imp ... More » "Perfect Circle is a great company! I have a medical policy that protects my wealth and a savings plan that ensures me a luxurious retirement. Fabulous! I should emphasize that the service has been impeccable.The staff’s knowledge and performance left me extremely tranquil and satisfied when I had medical emergencies."
Guayaquil, Ecuador.

Thanks to Perfect Circle´s consultancy, we got insurance. We would´ve never gotten out of this ever! We had the chance through our medical insurance policy to get the best treatment possible in the US ... More » "Thanks to Perfect Circle´s consultancy, we got insurance. We would´ve never gotten out of this ever! We had the chance through our medical insurance policy to get the best treatment possible in the US. My wife is alive thanks to this! My gratitude is eternal. You showed you are there in the good and the bad times!"
San Pedro Sula, Honduras


We draw a circle of protection that transfers the risk of your situation to the insurance company or companies best fitted to your needs and budget.

THE WAVES OF YOUR CIRCLE

ONCE YOU’VE ROUNDED OUT YOUR PRIORITIES, see yourself like a river stone, with life as a lake. You jump into the water and create waves, rings that make up your life. The first wave is close to you and everything that involves your well-being. The second wave is the wellbeing of your loved ones. The third, fourth and so on, consecutively, depend on the state you’re in. It’s safe to say that to be tranquil one has to think first about the unpredictable in life.

I’m a person that currently has 35 companies with different partners. Naturally I was enormously concerned about what would happen in case of my death or any of my partners and how the company or comp ... More » "I’m a person that currently has 35 companies with different partners. Naturally I was enormously concerned about what would happen in case of my death or any of my partners and how the company or companies would end up in a corporate and personal context. I had no idea that Perfect Circle’s expertise was going to do even more for my absolute tranquility by presenting me a solution that included life insurance as a tool for wealth protection and guaranty of assets for each company, and a structure of trusts that ensured the path to follow in case of my absence. My admiration and eternal gratitude to all the professionals that were involved in this supremely important process. Many thanks Perfect Circle!!"
Mexico City, Mexico.

% 60% of all people suffer a critical illness or serious accident before they turn 65.

Travel Insurance

TRAVEL INSURANCE

CITIZEN OF GLOBAL INSURANCE

To live means to be in movement. Traveling to experience different places and people- for business, pleasure or personal development- is the spice of life. However, as in any human activity, there is risk. And even though a person’s control over unforeseen events is limited, the method to reduce their consequences doesn’t have to be. That’s why we give you the most adequate protection within your reach so that you can travel with tranquility, drawing a circle around your route. Who says that excitement and tranquility can’t travel on the same flight?

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(Insurance's purpose)
Expression

Integrated Wealth Planning

ALL YOUR FINANCIAL DECISIONS

HAVE A SAME POINT OF ORIGIN: your fundamental beliefs and goals. That’s why we study them until we understand them from your perspective, so we can offer you a plan that interrelates all aspects of your financial affairs under a single approach.

I´m happy to feel Perfect Circle at my back and tranquil feeling the security I’ve been given thanks to leaving all the paperwork in their hands! The service has been excellent!
Managua, Nicaragua

IT’S TIME TO ROUND OUT THE SQUARE

IT’S TIME TO MAKE DECISIONS. You’ve realized that a square can contain a circle. Here’s where we come in: Not only to help you find and draw the circle, but re-draw it whenever you need to. Like life itself, a circle implies movement, and as life goes along we’ll be there. At your call, asking you questions, giving answers and ultimately helping you with the decisions best suited to your conditions so your circle is perfectly complete and completely perfect.

Our relation with Perfect Circle has been a veritable banquet. Thanks to Perfect Circles’s advising and its staff retention programs, we’ve been able take care of the most important asset we have. Our ... More » "Our relation with Perfect Circle has been a veritable banquet. Thanks to Perfect Circles’s advising and its staff retention programs, we’ve been able take care of the most important asset we have. Our collaborators!"
Mexico City, Mexico.

* When your main dreams and beliefs guide decisions in all areas of your financial life, you form a relation between them that protects and strengthens your wealth.

Wealth Management (Investments)

EXPANDING THE CIRCLE

HAVE YOU THOUGHT ABOUT YOUR LIFE PROJECTS RECENTLY?

We’re referring to those that ensure your and your family’s wellbeing in the near, medium and long term. Because if there’s anything we can say for sure about life, it’s that the only constant is change. Our objectives evolve over time, growing along with the intensity of our dreams and the experience life bestows us. That’s why we design a dynamic planning circle, where there’s always room for a new goal. If you have a garden, you should be able to see it bloom.

For several years I’ve had the privilege of maintaining a close relation with Perfect Circle at both personal and professional level. Again and again they have surpassed my expectations with great emp ... More » "For several years I’ve had the privilege of maintaining a close relation with Perfect Circle at both personal and professional level. Again and again they have surpassed my expectations with great empathy, affection and attention. I continue to be grateful for having the opportunity to be part of this experience, where I’ve always felt like a great friend as well as receiving world class advising. Thank you very much Perfect Circle for extraordinary service, prompt follow-through and invaluable friendship."
San José, Costa Rica.

THROUGH OUR COMPREHENSIVE CONSULTING SERVICE,

WE MAKE AN IN-DEPTH STUDY OF YOUR PRIORITIES and how they affect the most important aspects of your financial life. We give you a proposal for planning and administering your wealth estate in the most advantageous way for your interests, with security at each step of the process.

My experience with Perfect Circle has been exceptional. My consultant’s knowledge and dedication in providing his clients with innovative products and solutions is instrumental in the company’s succes ... More » "My experience with Perfect Circle has been exceptional. My consultant’s knowledge and dedication in providing his clients with innovative products and solutions is instrumental in the company’s success promoting its products in Mexico, Latin America and the Caribbean. Your work team completes the business relation, they’re always willing to answer questions about the products and services they offer. All of the products I’ve acquired from Perfect Circle have seemed innovative, and with prices, guarantees and yields no other provider offers. As an independent professional, it’s extremely important for me and my family to be properly covered in case of events that might affect my health or capacity to provide services. Perfect Circle understood this and provided me services tailored to my needs and those of my family. Perfect Circle’s comprehensive vision in the provision and offering of services to clients is and will continue being its greatest advantage over the competition."
El Salvador, El Salvador.

Blessed

Corporate Wellbeing PDF Download

A BALANCED LIFE

HEALTH IS A LIFESTYLE. While no one is exempt from illness, every healthy habit we adopt lowers the risk of getting sick. Likewise, an attitude of prevention brings us peace of mind.And given that we spend most of the day at our place of work, it makes sense for this to be a comprehensively healthy environment, where we nourish the balance between mind and body to give our health the priority it deserves.

Recently I discovered it makes all the difference in the world who manages my international medical insurance. After all, the premium’s already paid, so what did it matter what intermediary company I ... More » "Recently I discovered it makes all the difference in the world who manages my international medical insurance. After all, the premium’s already paid, so what did it matter what intermediary company I got my insurance from. In this case, it’s all in the name. Perfect Circle. A marvelous and coordinated group of professionals and consultants, compassionate people who exceeded my expectations with service like constantly reminding me what to do to keep my health in optimum conditions. The team of Perfect Circle made me their first priority, not the premium. For me that’s perfect. I’m infinitely grateful to the Perfect Circle team."
Mexico City, Mexico.

% A healthy workplace results in a 28.3% reduction in sick leave, a reduction of 26.1% in medical expenses and a 25% increase in productivity - Centre for Research for Health and Wellbeing | University of Boston

HEALTH AS A COMPREHENSIVE APPROACH

TRUE QUALITY OF LIFE MEANS. full enjoyment of physical, social, intellectual, emotional, spiritual and occupational development. If we imagine our life as a curve, then we can say that these are the points that make it up. If we alter even one of them, the others—for better or worse—will likewise be affected. So it’s logical to think that a positive approach in all of them is the holistic solution for a life—and a job—in balance.

When I found out about Perfect Circle Inc 6 years ago it was clear to me that their company reason for being was advising in financial-wealth protection, planning and structuring. I gradually put them ... More » "When I found out about Perfect Circle Inc 6 years ago it was clear to me that their company reason for being was advising in financial-wealth protection, planning and structuring. I gradually put them to the test. Year after year, measuring their consistency in advising, their service... Today I assure you that only a firm as solid as Perfect Circle can back up such a broad promise of advising and service. I’m not just their client, I’m a fan."
Lima, Peru

% When your main dreams and beliefs guide decisions in all areas of your financial life, you form a relation between them that protects and strengthens your wealth. - Centre for Research for Health and Wellbeing | University of Boston

WORK SYNERGY

PROTECTION OF HEALTH FOSTERS MOTIVATION; motivation fosters productivity. With our help, you can establish a healthy work culture in your company made up of people committed to efficiency.Because when we feel passionate about our work, initiative flourishes—that value that keeps driving us on after we’ve surpassed a goal, always in pursuit of a new one.

Perfect Circle is an extremely professional company! I have medical and travel insurance. When I’ve had an accident or gotten sick, they’ve been right there to make the whole process as pleasant and e ... More » "Perfect Circle is an extremely professional company! I have medical and travel insurance. When I’ve had an accident or gotten sick, they’ve been right there to make the whole process as pleasant and efficient as possible. The service really has been impeccable! I recommend it to anyone."
Lima, Peru.

THE FRUITS OF WELLBEING

WE PLANT A SEED OF WELLBEING in your workplace so you gather the fruits wherever you may be. Because a healthy lifestyle can be enjoyed at any moment; while we work, rest or share time with our loved ones. At the end of the day, our job is simply to provide you the resources so that you yourself come to appreciate that your happiness and that of your collaborators is the main reward of health.

My husband and I can never thank you enough for the support provided during the birth of my son Emiliano. It’s definitely not about having insurance for medical expenses (anyone can do that), it’s abo ... More » "My husband and I can never thank you enough for the support provided during the birth of my son Emiliano. It’s definitely not about having insurance for medical expenses (anyone can do that), it’s about who manages it for you and supports you in cases like this, because in a medical emergency, reason is the last thing you use. The Perfect Circle team thought for us. Now I realize first-hand how important it is to have someone to support and guide you. The operating team definitely is impeccable in what they do, how they do it and when they do it, no matter what hour they have to support a client, whoever that may be, and that was really clear to me."
Managua, Nicaragua.

* What we do with our money today will determine our quality of life tomorrow

MOTIVATION, PROACTIVENESS AND EFFICIENCY

IN THE WORKPLACE but that’s only some of the benefits of implementing concepts of corporate wellbeing. We design a prevention menu for you and your collaborators so you enjoy physical and mental peace at the same time that you’re able to achieve your goals together.

Five years ago I really needed to start a savings fund for my son’s master’s degree. I didn’t have much time to save and the moment to pay was coming closer. On the recommendation of my banker, we met ... More » "Five years ago I really needed to start a savings fund for my son’s master’s degree. I didn’t have much time to save and the moment to pay was coming closer. On the recommendation of my banker, we met with a consultant at Perfect Circle to find out a little more about options in the international market. 5 years later I got results that exceeded my expectations.Those were five pleasant years where I knew what was going on with my money at every moment. Money management is not for everyone, but it is certainly is for Perfect Circle Inc."
San Jose, Costa Rica.

Contact

® Perfect Circle - 2017
Some of the services offered by Perfect Circle as shown on our web page may not be available in all countries, depending on local regulations. For reasons of confidentiality we are unable to reveal the source of testimonials.