Circle Financial Planning

Circle Financial Planning is a renowned financial services provider that has been helping bring life to our clients' dreams since 1984. We specialize in wealth management, retirement plan rollover solutions, and comprehensive financial planning. Our mission is to help our clients experience less stress and more enjoyment of their money.

We are proud to work with hardworking professionals, teachers, tradesmen, and business owners who keep our economy strong. Our team is guided by a set of core values that define how we do business, including Client First, Integrity, Opportunity, Wow Service, and Team Oriented. With over 75 years of combined experience, our team holds professional designations such as Certified Financial Planner (CFP) and Accredited Portfolio Management Advisor (APMA). We have been profiled in notable publications such as Kiplinger, Forbes, and the IBJ.

Our Difference

At Circle Financial Planning, we believe in providing our clients with a unique and personalized experience. As your financial advocate, we guide you on your financial journey by paying attention to the details and taking a 360-degree approach. We work for your best interests, both now and in the future, and represent you to our available product companies instead of representing a product company or proprietary solution to you.

Our team is dedicated to providing you with the highest level of knowledge, service, familiarity, and creativity possible. We are constantly alert to changes in markets, products, regulations, and the economy for the opportunities they may create. Our WOW Service pledge ensures that we bring our clients and team the technology, processes, and people that make the client experience with Circle friendly, easy, and stress-free.

Money Concepts

Circle Financial Planning is associated with Money Concepts Capital Corp., a Broker Dealer and Member of the FINRA and SIPC. Our vast array of product lines, combined with our knowledge, experience, and technology, provides a 360-degree approach to your financial journey. Our resources include access to some of the best tools and calculators technology has to offer, as well as current news provided by our newsletters and blogs.

Our Team

Our team of experienced professionals includes:

• Rebecca Muller, CFP, CFS: Rebecca is a Certified Financial Planner and Certified Fund Specialist with over 25 years of experience in the financial services industry. She provides comprehensive financial planning and investment management services to individuals, families, and small businesses.
• Sam Ellsworth - Associate Wealth Coach: Sam is an experienced wealth coach who specializes in retirement planning, investment management, and estate planning. He works closely with clients to help them achieve their financial goals.
• Michael Lantz - Relationship Manager: Michael is a relationship manager who is dedicated to providing exceptional service to our clients. He works closely with our team of financial advisors to ensure that our clients receive the highest level of service and attention.
• Kathleen Blackmon: Kathleen is an administrative assistant who provides support to our team of financial advisors. She ensures that our clients receive timely and accurate communication and that their needs are met in a friendly and efficient manner.