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Services

Comprehensive Investment Management Solutions

Achieving Your Financial Goals

At Circle of Life Financial Planning our advisors focus on comprehensive asset allocation services for your 401(k), 403(b), IRA, annuity, non-retirement, and other investment accounts. After a thorough analysis, our advisors will select a portfolio designed to meet your specific needs. Whether you have a long-term time horizon and are looking to maximize gains or would like to generate current income and minimize volatility, our team will create an appropriate portfolio based on the available investment choices in your plan.

Individual 401(k), 457, and 403(b) Account Management

Helping You Chart a Course for a More Secure Retirement

Because we recognize that saving and investing for retirement is so important, we have made a special commitment to retirement investors. We specialize in retirement planning and allocation of individual 401(k), 457, and 403(b) accounts for employees and retirees of the domestic automakers and their suppliers, among other companies. We will help you make the most of your employer savings plan to achieve your retirement savings goals.

Retirement Plan Transition Options

What to do with your Retirement Savings

It’s important to understand the options for the savings you have in your former employer’s retirement plan. If you are eligible to take your money out, there are typically four possible options. There are advantages and drawbacks for each option. There may be other factors to consider due to your specific needs and situation. The Retirement Savings Options summary below can help you identify some important considerations.

Other Wealth Management Services

Putting it all together

At Circle of Life Financial Planning, our primary focus is investment management, retirement planning, and financial planning. However, our goal is to be able to advise, counsel and offer solutions for all our clients' financial service needs.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

david.newbill@cambridgesecure.com   |  810-239-8825