The Great Circle Wealth Strategies team is committed to helping you retire in comfort and security, remain comfortably retired as long as you live, and provide for your loved ones after you pass. Whether you're looking ahead toward retirement, adjusting to a significant transition in your life, or are simply interested in gaining a better understanding of investment or insurance options, Great Circle Wealth Strategies has the experience and resources to address your unique financial needs.
We'll strive to get to know you personally, and to understand your needs, concerns, and goals. Then we'll help you develop, implement, and maintain strategies customized for your individual situation.
As independent financial advisors, we represent the interests of you, our client. We are not affiliated with any insurance company, brokerage firm, or other financial institution. We are able to act in your best interest, without conflicts resulting from corporate sales goals, proprietary product quotas or restrictions.
You'll see that our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. Please send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Taking regular, periodic withdrawals during retirement can be quite problematic.
Why are they made again and again? Making sense of these errors in judgement.
When considering life insurance, it's important to understand your options.
Don’t overlook the need for renter’s insurance if you rent your home.
Simple steps may help you foil hackers and protect your privacy.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
This calculator helps estimate your federal estate tax liability.
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much of your Social Security benefit may be considered taxable.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Why are 401(k) plans, annuities, and IRAs so popular?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
If you died, what would happen to your email archives, social profiles and online accounts?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Have you explored all your options when it comes to managing your taxable income?