Broker Check

 
Your Trusted Financial Advisor
for Every Season of Life

9200 SE Sunnybrook Blvd, Suite 220
Clackamas, OR 97015
Phone (503) 723-1494
Fax: (503) 607-1018
Email: ken.wilmot@lpl.com

Facebook   LinkedIn
RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit

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. 

Helpful Content

The Half Million Dollar Baby

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Orchestrating Your Retirement Accounts

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Eight Mistakes That Can Upend Your Retirement

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

 

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

View all articles arrow

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

View all calculators arrow

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

View all presentations arrow

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

View all videos arrow