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 Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Take the guesswork out of your IEP or SEP with this helpful article.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Calculating your potential Social Security benefit is a three-step process.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
There are ways to improve your physical fitness without denting your fiscal fitness.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much you have the potential to earn during your working years.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess how many days you'll work to pay your federal tax liability.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
You’ve made investments your whole life. Work with us to help make the most of them.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
For women, retirement strategy is a long race. It’s helpful to know the route.
Around the country, attitudes about retirement are shifting.
Savvy investors take the time to separate emotion from fact.