Each season of life presents its own unique opportunities and challenges. At Seasons Financial Group, we work with you to create a personalized financial strategy based on your current needs and in alignment with your short and long term objectives.
When you partner with us you gain:
- Knowledge of options tailored to your specific financial situation and future goals
- Connections to a network of professionals (accountants, attorneys and tax advisors) when additional experience is needed
- A partner to help you navigate through the many complex financial decisions you face as you go through the various seasons of life
- Unbiased advice and support from a financial advisor committed to guiding you toward long term financial well-being
With our experience and know-how we are able to provide a comprehensive array of services including: investment management, retirement planning, charitable giving strategies and estate planning.
By building a lasting, personal relationship with each client, we are able to help you anticipate and plan for each season of your life.
To learn more about Seasons Financial Group and the services we provide, please contact us at 503.723.1494.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Ready for Retirement?
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When considering life insurance, it's important to understand your options.
Five phases to changing unhealthy behaviors.
How long does a $20 bill last?
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Here are 4 great, and sometimes unexpected, places to raise a family.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the financial impact of leasing versus buying an automobile.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
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.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Estate conservation is too important to put off. Do you have a smart exit strategy?
With alternative investments, it’s critical to sort through the complexity.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Even low inflation rates can pose a threat to investment returns.