Who We Work For
- Retirees
- Pre-retirees
- Young families
- Multi-generational families
- High net worth individuals
- Those impacted by major life changing events like marriage, birth of a child or grandchild, sale of a business, death of a spouse, or career change.
Financial Planning & Investment Management Services
Think of retirement planning as planting many different crops that will need to be harvested at different times based on your individual financial planning needs. There are IRAs, 401(k)s, pension plans, and social security. You must consider health and longevity, distribution options, personal income needs, rates of return, risk and volatility, inflation, and taxation. The good news is we can help pursue your desired outcome with:
- Comprehensive financial planning
- Behavioral Finance Coaching
- Investment management
- Investment Account Analysis (IRA, 401K, and other retirement types)
- Retirement income distribution strategies
- Social Security guidance
- Employee pension guidance
- Cash flow management and budgeting
- Education planning services
Tax Planning
Our financial planning process highlights taxable decisions so you are informed.
Four Seasons Wealth Management is not engaged in the practice of tax preparation or accounting. Content here should not be construed as an offer for such services. Always consult a tax professional or accountant regarding your specific tax situation.
Health Care & Risk Planning Services
Healthcare costs are a significant concern for most Americans, and these costs are rising at a breathtaking pace. During retirement, Medicare will cover some of your healthcare costs, but not all. And what about covering the cost of a healthcare crisis before retirement? When you work with Four Seasons, your plan will include healthcare planning. Because it wouldn’t be comprehensive without it. Our services include:
- Life & disability insurance analysis
- Long-term care solutions
- Medicare guidance
- Health insurance planning
