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

What we do

FINANCIAL PROTECTION

AFTER AN EXHAUSTIVE ANALYSIS of your needs (or those of your company) we make a plan tailored to you. We draw a circle of protection that transfers risk in your situation to the insurance company or companies best suited to your needs and budget.

We draw a circle of protection that transfers risk in your situation to the insurance company

WEALTH MANAGEMENT (INVESTMENTS)

THROUGH OUR COMPREHENSIVE CONSULTING SERVICE, we make an in-depth study of your priorities and how they influence the most important aspects of your financial life.We give you a proposal for planning and administering your wealth in the most advantageous way for your interests, with security at each step of the process.

We give you a proposal for planning and administering your wealth in the most advantageous way for your interests, with security at each step of the process

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, to offer you a plan that interrelates all aspects of your financial affairs under a single approach.

That’s why we study them until we understand them from your perspective

THE LOGIC PATH OF LIFE

There is a logic path that we all go through as human beings.

From 25 to 55 years of age we live out our productive stage, when we start to build an estate or cultivate one that already exists. The decisions we make at this stage are crucial because they will determine our quality of life tomorrow.

At 55 our income levels out. At 65 we hope to have made the best decisions for enjoying an old age with dignity, since our life expectancy after we reach that age is around another 20 years.

There is a series of events that can occur throughout life that have a negative impact on our wealth:

  • Serious accidents or critical illnesses
  • Premature death.
  • Disability.
  • Old age without dignity.

As your consultants, in Perfect Circle we help you form a solid structure to protect you from these “thieves of life”. We also craft a proposal centered on your particular objectives and economic situation for an optimum administration of your wealth. Our goal is to offer you a comprehensive plan that ensures your security and at the same time, directs all your financial decisions toward the accomplishment of your goals