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.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Key questions to answer when you are considering retirement.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
To choose a plan, it’s important to ask yourself four key questions.
What's your vision of retirement?
As our nation ages, many Americans are turning their attention to caring for aging parents.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to better see the potential impact of compound interest on an asset.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
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.
The importance of life insurance, how it works, and how much coverage you need.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Have you explored all your options when it comes to managing your taxable income?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
What are your options for investing in emerging markets?
What if instead of buying that vacation home, you invested the money?