Retirement Planning

Full-circle protection for your life, your family, and your legacy.

Understand Your Goals

Retirement today takes on a whole different look than it did decades ago. Today, many people want to know “if” they can retire, not just “when.” Today’s retirees are presented with many options on how to spend their “golden” years. We work with you to set goals and generate the income and lifestyle you desire.

STEP 1

Consider Your Options

  • Retirement Needs Analysis
  • Social Security Analysis
  • Pension Max Analysis
  • IRAs
  • Employer-Sponsored Retirement Plan (401k, 403b)
  • Annuities
  • Strategies for Retirement Plan Distributions
  • Saving for Retirement
  • Planning for Income in Retirement
STEP 2

Rest Assured

This is not a one-size-fits-all approach. You have worked hard to build wealth during your working years. We strive to help you make your money work for you. Whether you choose to retire early, start a second career (because you want to), or go even further, Circle Financial Planning will coordinate a plan for you.

STEP 3

At the center of your financial life.

Circle Financial Planning brings every part of your financial life together. Through thoughtful wealth management, retirement planning, and holistic guidance, we help you make confident decisions so you can experience less stress and more enjoyment of your money, today and for the years ahead.

How We Work:

We understand where you are today.

You decide where you want to go.

We help guide you forward.

Send us a message and we will circle back...

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Cost of Retirement

This calculator is designed to help you estimate how much income you may need in retirement and the savings necessary to produce that income.

Impact on Inflation

This calculator is designed to estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Cost of Retirement Plan Early Distribution

If you take an early distribution from your tax-deferred account, how much will you have remaining after paying income taxes and penalties?

Retirement Portfolio Lifespan

Use this calculator to estimate the lifespan of your retirement portfolio based on your expected return and rate of inflation.

Required Minimum Distributions

Use this calculator to help estimate how much your Required Minimum Distribution (RMD) would be this year based on your age and the value of all your retirement accounts as of December 31 last year.

Working While Collecting Social Security Benefits

You can use this calculator to help determine the effect on your Social Security income from working before reaching your full retirement age.

Our Vision

Our vision is a future where confidence replaces uncertainty, allowing our clients to thrive in the lives they build, the work they pursue, and the moments they cherish.

Our Mission

Our mission is to help people live better lives by feeling secure about their future. We believe financial planning is deeply personal, and our purpose is to guide, support, and care for our clients through every season of life.

Full circle planning for every stage of life.

With thoughtful guidance, trusted relationships, and care that evolves with you, we support you through every season of life, so nothing feels overlooked and every decision feels intentional.