Estate Planning
Full-circle protection for your life, your family, and your legacy.
Full Circle Planning for Every Stage of Life
Based On Your Desire
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.
FIND YOUR PLANNING PATHEstate Planning
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Estate Plan Analysis
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Charitable Gifting Strategies
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Beneficiary Review
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Financial Drill
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Wills and Trust
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Planning for Incapacity
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Creating and Preserving a Family Legacy
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Using Life Insurance in Estate Planning
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Strategies to Minimize Estate Taxes
At the center of your financial life.
Send us a message and we will circle back...
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.
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“Clients are motivated by many things. However, a legacy of ease and protection is among the top reasons Circle Financial Planning engages clients in estate planning conversations.”
-Your Circle TeamOur 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.
Contact Info
8275 Allison Pointe Trail Suite 375
Indianapolis, IN 46250
circle@moneyconcepts.com
Tel: (317) 841-0370
Financial Planning Services
Glossary
Wealth Coaching
Personal Finance
Insurance
Estate
Investment
Retirement
Tax
Life Cycle
Educational