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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Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are nearly 1,200 ETFs available. Should you invest in them?
Investors seeking world investments can choose between global and international funds. What's the difference?
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
The decision whether to buy or rent a home may have long-term implications.
Are you ready for retirement? Here are five words you should consider.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.