A Message From Bob, Wealth In View
Over 20 years ago, I invented a financial organizational tool built around one simple idea - that people will make better money decisions when they can see their entire financial lives in a single view. That philosophy still guides everything I do today.
Wealth In View - “Wealth Picture” - Our work begins by getting you organized. Your wealth…all of it…on a single page…your asset and liability values offered in real time…private, secure, and accessible to you wherever you are in the world.
Each day, via the Living Balance Sheet, we capture client data from over 7,000 financial institutions. Chances are good that your money is stored with some of these firms. We will do the heavy lifting to provide you with a single destination to view all of your money. So, as you move through time and your life unfolds, your financial positioning will never be outdated.
Displayed 24/7 on a patent worthy wealth template - your finances will be organized into 4 financial domains. Protection. Assets. Liabilities. Cash Flow. Giving you a brand new “financial home base”. Everything a just click away…including customized alerts, an electronic vault, cash flow tracking, investment history, educational content, and so much more.
The Wealth In View “Planning Experience” provides an uncommon approach to wealth solutions that offer you clear choices about what works and what doesn’t work with your money. Each area of your wealth picture will be evaluated using our one of a kind scoring system. Your opportunities will become apparent and as improvements occur, it will allow you to enjoy the future you deserve.
To assist as you design your new financial game plan, we have assembled a nation-wide network of Living Balance Sheet experts who stand ready to be of service. They will showcase our unique process and proven wealth strategies all intended to allow you to realize your full financial potential. No more wondering, searching, and worrying about financial matters or advice.
Instead… Clarity. Security. Confidence.
At Wealth In View, we create experiences that are truly life changing. Let’s create one for you!
Offered Respectfully,
Robert M. Ball
Robert Ball
Career Achievements
Inventor of The Living Balance Sheet
(6 Patents)
Author
Master General Agent
Hall of Fame Reciepient
Renowned Public Speaker
Strategy Coach