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.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Retirees traveling abroad need to know that their health insurance travels with them.
Understanding the value of a home warranty.
Regardless of how you approach retirement, there are some things about it that might surprise you.
A quick look at how federal income taxes work.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator demonstrates the power of compound interest.
Estimate your monthly and annual income from various IRA types.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator shows how inflation over the years has impacted purchasing power.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Understanding the cycle of investing may help you avoid easy pitfalls.
Women must be ready to spend, on average, more years in retirement than men.
Taking your Social Security benefits at the right time may help maximize your benefit.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
All about how missing the best market days (or the worst!) might affect your portfolio.
It's easy to let investments accumulate like old receipts in a junk drawer.