Rob Whitlow of Circle CityGroup Financial runs a charitable
giving-focused advisory practice in the Midwest which
helps charitable benefactors and alumni donors to make
low cost, low hassle contributions to the charities and
causes dear to them. He’s particularly focused on
working together with Higher Education institutions to
increase alumni giving by providing financial instruments
and stewardship which facilitate the giving process.
Charitable Giving
We increase the size of donations
by 40% on average, both today and through legacy planning Clients
can reduce taxes and leave a larger legacy to our University Partners
Our endowment program contributes
back to the referring University 10% of sales proceeds
Our area of expertise is encompassed
in Retirement and Estate Planning, and includes legal and tax
partners across our network
Are your retirement funds safe? If the stock market crashed tomorrow,
would your money be protected? Would you like to save taxes on
a CD? You can be sure! Find out how our services can protect you
from financial ruin while guarateeing you income for life AND
RECIEVE UP TO A 10% BONUS ON YOUR MONEY...
How will your family survive without you? Make sure they are able
to with affordable
term life insurance. "But if I live for the term, I will
have wasted all that premium!" you say? Not if you work with
us! We can show you how to get 100% of your money back on your
term policy - making your policy FREE!
Save money now!!! We do the shopping for you! Are you tired of
paying too much for health insurance? Then click here to start
saving now! From major medical, to medicare, to supplemental -
WE HAVE YOU COVERED!
Also - Health Savings Accounts (HSAs) were created by the Medicare
bill signed by President Bush on 12/8/2003 and are designed to
help individuals save for future health care costs. Contact us
for more information!
We increase the size of donations
by 40% on average, both today and through legacy planning