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.
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
The major challenge “millenipreneurs" face is cash flow issues. Here are tips that can help position themselves for success.
Are your employees experiencing financial stress? To answer this question, companies are increasingly offering financial wellness training to employees.
From paychecks to housing costs, millennials today are confronting very different financial challenges, opportunities and...
Even the most seasoned investors have biases affecting their financial choices.
Women are financially savvy. Yet, there are still unique challenges working against women in retirement.
Things to consider before retirement.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps estimate your federal estate tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help determine whether it makes sense to refinance your mortgage.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
If you died, what would happen to your email archives, social profiles and online accounts?
What does your home really cost?
There’s an alarming difference between perception and reality for current and future retirees.
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
The decision whether to buy or rent a home may have long-term implications.
The market is as unpredictable as the weather. We’d love to help you prepare.