Sound Financial Solutions
Our passion is to provide you sound financial solutions for every Season of Life. Whether you are just starting out in the spring of life or you are in the wintertime enjoying your retirement years, we tailor financial solutions for you with the goal of getting your financial house in order.
Change is not easy. It can be stressful and disruptive but it doesn't need to be when it comes to your financial matters. Whether it is changing jobs, retirement from a job, divorce, death of a spouse or just an empty nest, we are here to provide guidance and simplify the process for you.
Hundreds of clients have put their trust and confidence in the planners and advisors of Seasons Financial Group. Schedule a visit today for a no-obligation review to see why.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Building Your Legacy
A four-step framework for building a personal legacy.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
It's important to understand how inflation is reported and how it can affect investments.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
There are things about Social Security that might surprise you.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Assess how many days you'll work to pay your federal tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you may need to save for retirement.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine your potential long-term care needs and how long your current assets might last.
The importance of life insurance, how it works, and how much coverage you need.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Do you have causes that you want to support with donations? Here are three tips.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Are you ready for retirement? Here are five words you should consider.
What is your plan for health care during retirement?
Making the most of surprises is a great reason to work with us.