Financial Planning Tools

Home Packages Services Financial Planning

Financial Planning Tools

We offer a suite of planning tools and services that are designed to help you plan for and enjoy the retirement you have dreamed about and worked so hard to achieve.

We offer several comprehensive planning tools for individuals and couples in the pre-retirement planning years, when you are accumulating and investing assets; and retirees who are focused on the wise distribution of assets to ensure they will last for their lifetime.

This collaboration provides you with both a one-to-one personal relationship with a trusted local advisor and the expertise and resources of a highly respected national securities firm. Our process incorporates the following assessment and planning tools to create customized retirement and asset management plans that are as unique as our clients and their personal goals.

Retirement Tools

The Retirement Income Survival Kit helps insulate your income against key retirement risks.

Achieving Retirement Clarity uses a detailed cash flow analysis to create a custom plan for achieving your retirement goals.

Asset Management/Trust Tools

The Optimized Portfolio System is an investment vehicle that provides professionally managed investment solutions.

This program evaluates your life insurance coverage and makes recommendations to help you align the strength and purpose of your policies with your needs and goals.

The Trust Owned and Estate Planning System involves planning for the distribution of financial assets by analyzing your current estate distribution plan, determine the effectiveness of your present plan and recommend changes as needed, coordinate with your business succession plan; Illustrate alternatives that would help reduce or eliminate estate taxes; and discuss how asset management flexibility can be made available to family members.

Sign Up for Creating Capital's Free Weekly Financial Education NEWSLETTER

The goal of investment advisory is to help investors manage their money more effectively. However, the spirit behind such advice is education, including educating investors on their investments and how they work. It’s with this purpose in mind that the Private Wealth  team at United Capital form “Creating Capital” Community groups. Creating Capital is the Online subscription-based version of United Capital’s Private Wealth services.


12th Floor, UBA House,
57 Marina, Lagos
Tel: +234-1-280-8862

Copyright ©2021 Creating Capital Circles.

Register Or Log In to benefit from our array of services and get your financial life back on track