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.
Saving for College 101
Here’s a crash course on saving for college.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A letter of instruction provides additional and more personal information regarding your estate.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
What can be learned from the savings rate?
Regardless of how you approach retirement, there are some things about it that might surprise you.
What does the Tax Reform and Jobs Act mean for you?
This calculator demonstrates the power of compound interest.
This questionnaire will help determine your tolerance for investment risk.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much you have the potential to earn during your working years.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
There are hundreds of ETFs available. Should you invest in them?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
If you died, what would happen to your email archives, social profiles and online accounts?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.