Build,

Protect and

Transfer Wealth

with a Real Estate Plan

Sitemap

  1. Home

  2. About

  3. What is a KW Real Estate Planner?

  4. Our Services

  5. Selling

  6. Buying

    • Choose a Real Estate Agent

    • Deciding to Buy

    • Escrow Inspections and Appraisals

    • Moving In

    • Preparing to Buy

    • Time to go Shopping

    • Buying Services

  7. Wills and Trusts

  8. Probate

  9. Legacy Planning

  10. Asset Performance Test

  11. Divorce

  12. Concierge Services

  13. Build Wealth-

  14. Protect Wealth-

  15. Transfer Wealth-

  16. Events

  17. Contact Us

  18. 1031 Exchange Services

  19. Blog Library

  20. Buyers

  21. Communities

  22. Decluttering / Moving / Cleaning services

  23. Financing

    • Applications & Processing

    • Financing Options

    • Funding

    • Get Pre-Approved

    • Know the Numbers

    • Shop for a Loan

  24. Find My Dream Home!

  25. Google Reviews

  26. Help Me Relocate!

  27. Home Affordability Calculator

  28. Introducing the new Keller Williams Real Estate Planner Program

  29. Investor

  30. Job Application

  31. Join The Team

  32. Legacy Planning

  33. Map of Oahu

  34. Meet the Team

  35. Military and Corporate relocation

  36. Planning for the Future and Beyond

  37. Privacy Policy

  38. Real Estate Plan

  39. Search Properties

  40. Sellers

    • Accepting an Offer

    • Close of Escrow

    • Deciding to Sell

    • Escrow Inspections and Appraisals

    • Prepare to Sell

    • Select An Agent and Price

  41. Selling Services

  42. Selling your Home with the Ihara Team

  43. Seminars

  44. Senior Downsize or Relocation

  45. Services

    • Asset Performance Test

  46. Sitemap

  47. Social Media

  48. Testimonials

  49. The Life You Desire Through Real Estate Planning

  50. Trust and Probate Sales

  51. Video Series

  52. Video Testimonials

  53. Videos

  54. What is My Home Worth?

A Brief Message from Circle Partners- KW Real Estate Planners

Welcome,

As a Certified Keller Williams KW Real Estate Planner Circle Partners- KW Real Estate Planners is uniquely qualified to help families Build wealth through real estate, Protect wealth by minimizing taxes, and Transfer wealth to future generations that meet the goals of the family. Through our Senior Relocation Services we help seniors and their families assess what they need from their home now and in the future, considering physical changes, finances, emotional, familial and social aspects. Our planning process helps families to discover what options exist when their home no longer works for them, when is the right time to move, and what to do with all of the personal items. Additionally, if you have real estate going through the Probate process, Circle Partners- KW Real Estate Planners is here to help your family every step of the way.

Unfortunately many families wait too long to start the planning process. Often an unfortunate event forces families in to rushed decisions, under emotional stress without the information needed to make the best decisions for their loved ones. Creating a Real Estate Plan ahead of the time of need allows families to discover their hidden opportunities, make decisions with the right time and information, and ultimately places control of their future in their hands.

We are more than a Real Estate agent. We take a Simple Proactive approach using a proven Real Estate Planning process that starts with a conversation about the goals of your family that begins with a free Strategy Session. Our Passion is helping families. If you or a loved one can use our help, feel free to contact us to start your free Strategy Session.

With Gratitude,


Circle Partners- KW Real Estate Planners

Certified

What is a Keller Williams (KW) Real Estate Planner?

"A Real Estate Planner is a licensed real estate agent who is certified and has the knowledge, training and experience to compassionately guide a real estate owner in ways to create generational wealth, minimize taxes and facilitate goals of the family."

Why Trust Circle Partners- KW Real Estate Planners?

Do you already know a Real Estate Agent? The answer for most people is Yes. Often there is a family member or close friend who has a real estate license, or even someone you have used in the past.

What we often see is people focusing on the current need to buy or sell their home, and missing out on how the purchase or sale fits into their long-term real estate goals and reacting later in life.

As a Keller Williams (KW) Real Estate planner, our approach to real estate is a bit different. While a Real Estate Agent will focus on the finishing the current transaction a Real Estate Planner helps ensure your current purchase or sale and future decisions you make throughout your lifetime help to achieve your long-term real estate goals.

You will be amazed how a conversation with a KW Certified Real Estate Planner can effect your ability to Build, Protect and Transfer Wealth through real estate.

Office:

16201 90th St NE, Suite #100

Otsego, MN 55330

Call

763.340.2002

Site:

www.CirclePartnersMN.com

Circle Partners- KW Real Estate Planners  763.340.2002
Keller Williams Real Estate Planner Logo
Keller Williams

Each office Independently owned and operated.

MLS and National Association of Realtors Icon

© Copyright 2025. Circle Partners- KW Real Estate Planners. All rights reserved.