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.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Building wealth requires protection from the forces of wealth destruction.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Taking regular, periodic withdrawals during retirement can be quite problematic.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps estimate your federal estate tax liability.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how long your retirement savings may last using various monthly cash flow rates.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Here’s a crash course on saving for college.
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All about how missing the best market days (or the worst!) might affect your portfolio.
Women must be ready to spend, on average, more years in retirement than men.