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Leaving Your Lasting Legacy Questions to Consider When Buying a Vacation Home Dog Bites and Homeowners Insurance Finding the Balance

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.

Helpful Content

Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Dog Bites and Homeowners Insurance

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

 

Retirement Plan Choices for Small Businesses

Retirement choices can be intimidating. Picking the right strategy.

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

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