What We Do
Seasons Financial Group works from a value-added position; quite simply, if we can't bring value to what you are already doing then you don't need us. We don't make a proposal until we get to know you, your needs and your desires. Sometimes the "fit" isn't right or we are not able to add-value to what you are already doing. In that case our recommendation will be to an advisor who can do what you need whether that advisor is another investment professional, attorney or CPA.
We offer a complementary initial consultation to determine if we are a good fit for you and if you are a good fit for us. We will explain the services to be provided for you, responsibilities of each party, compensation structure, desired length of the professional relationship and how decisions will be made.
Once we know you and get to the point of establishing a working relationship, we will walk you through the following areas of planning that pertain to you. These include:
Are you financially prepared to handle what life throws at you? Most are not, but Seasons Financial Group can help you meet your financial goals and get serious about financial planning through the proper management of your assets and resources.
Are you tired of the ups and downs of your investments? Tired of the same old advice of “Hold on; it will come back.”??? What if you don’t have time for it to come back? This is where the Seasons of Life Portfolios can help.
What is your plan to transition from a work paycheck to a retirement paycheck? This may be the biggest life transition you will ever make. You work hard, and you look forward to the day when you can reap its benefits. We love helping clients make this crucial transition in their life.
What is your plan for your beneficiaries? Will it be a smooth transition or one fraught with angst and dissension? Estate planning is one of the most important things you can do for your loved ones and for your own peace of mind. Let us help you simplify this complicated and daunting task.
Tired of what you pay to Uncle Sam and the State each year? Let’s face it; no one likes to pay more taxes than they should. That is the goal with our tax preparation and planning services—to help you minimize the tax bite the government puts on you each year.
Do you have the right amount of coverage for all your valuables and liabilities exposures? How do you know? Insurance planning is about having the right amount and types of insurance to protect you.
How is your 401k doing? Too many choices? Not enough choices? Not sure what to do with the pension buy-out offer? We can help you simplify the complexities of your retirement plan.