Understand Your Goals
Retirement today takes on a whole different look than decades ago. Today, many people what 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.
Consider Your Options
Retirement Needs Analysis
Social Security Analysis
Pension Max Analysis
IRA’s
Employer-Sponsored Retirement Plan (401k, 403b)
Annuities
Strategies for Retirement Plan Distributions
Saving for Retirement
Planning for Income in Retirement
Rest Assured
This is not a one-size-fits-all approach. You have worked hard to build during your working years. We strive to help you make your money work. Whether you choose to retire early, start a second career (because you want to), or go further, Circle Financial Planning will coordinate a plan for you.
