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Seasons Financial Group - Tulsa, OK

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MAXIMIZING YOUR RETIREMENT Your Money for All Seasons

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. 

Helpful Content

Password Protection Strategies

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

How Will Working Affect Social Security Benefits?

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Investment Challenges of the Affluent Investor

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

 

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Can I Refinance My Mortgage?

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

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Investment Strategies for Retirement

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

When Special Care Is Needed: The Special Needs Trust

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

Surprises

Making the most of surprises is a great reason to work with us.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

The Cycle of Investing

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

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