Welcome to Four Seasons Wealth Management
We specialize in professional financial planning services, with a special focus on the complex issues of business owners, retirees and family estates. Our priority is making certain that we exceed our client’s expectations in every way.
We specialize in a team-based approach, which leverages the individual strengths and expertise of our financial team to provide the right advice for every unique situation.
We pride ourselves in providing the highest levels of customer service, professional advice, and prudent guidance. We believe that independence and objectivity are critical to successful, client-centered service and our services are always free from proprietary products and sales quotas.
For 30 years, our clients have relied on our unique team-based planning process to help them achieve their dreams and financial goals. Our clients rely on us because we listen, we care, and we put their needs and values first
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Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Couples may be able to head off many of the problems in a marriage that money can cause.
Loss of income from disability has the potential to cause significant financial hardship. Disability insurance can help.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the total cost in today's dollars of various mortgage alternatives.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps estimate your federal estate tax liability.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are nearly 1,200 ETFs available. Should you invest in them?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A bucket plan can help you be better prepared for a comfortable retirement.
Three things to consider before dipping into retirement savings to pay for college.
The decision whether to buy or rent a home may have long-term implications.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.