Circle Financial Planning helps bring life to our client’s dreams. We do this by providing wealth management, retirement plans and holistic financial planning. In doing so, we help our clients experience less stress and more enjoyment of their money. In business for over 30 years, we are an independent firm, meaning that we have no affiliated companies that we must serve. Our model is to put our client’s interests first vs. representing a company or companies product line to them.

Website: circleplanner.com

Phone: (317) 841-0370