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Your Trusted Financial Advisor
for Every Season of Life

6400 SE Lake Road, Suite 430
Portland, OR 97222
Phone (503) 723-1494
Fax: (503) 607-1018
Email: ken.wilmot@lpl.com

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Investments Surprises Extended Care: A Patchwork of Possibilities When Special Care Is Needed: The Special Needs Trust

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. 

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