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Steve Wedel and his team has the expansive tool boxes to help you reach your desired financial destination.


What We Do

Committed to
going the distance.

Michael Stalka and his team has the expansive tool boxes to help you reach your desired financial destination. It’s that simple. He listens to you, gains a clear understanding of your goals, creates a road map, provides direction, monitors your progress, and helps you get there. Michael is also the guardrails along your journey, to make sure that you are kept safe.

It’s not a short-term undertaking. It’s a life-long journey. At Four Seasons, we’re committed to going the distance with you — and seeing you cross the finish line.

Who We Work For

  • Retirees
  • Pre-retirees
  • Individuals or families who need guidance during or after major life events such as marriage, birth of a child or grandchild, sale of a business, death of a spouse, etc…
  • Business owners
  • High net worth individuals & families
  • Physicians, dentists, & other healthcare professionals


Click on our services below to learn more
Retirement Planning Services

Think of retirement planning as an engine. There are lots of moving parts that need to work simultaneously in order for the engine to perform at its best. There are IRAs, 401(k)s, pension plans, Social Security. There are time frames, distribution options, and income needs. There are rates of return, risk and volatility, inflation and taxation. We know how to put all the pieces together, and make sure they are perfectly tuned and running smoothly so that the engine delivers you to your chosen destination.

  • Comprehensive financial planning
  • Investment planning and management
  • IRA & 401k analysis
  • Retirement income distribution strategies
  • Social Security guidance
  • Employee pension guidance
  • Identification of cash flow sources and appropriate spending per month
Business Services

Business owners face a whole host of financial responsibilities and challenges in addition to managing their personal financial needs. You must address the needs of employees, executives, and possibly investors who have a financial stake in the company. You also have daily money management, insurance, and long-term business planning to handle.

The good news is we can help you with it all. We will create a business road map, explore different directions, make ongoing adjustments, and help you reach your short- and long-term business goals. Our services include:

  • Corporate retirement plans
  • Business succession planning
  • Executive compensation solutions
  • Cash management services
  • Insurance and risk management
  • Employee benefits analysis
  • YOUR exit strategy
Health Planning Services

Whether already retired or not, healthcare costs is a significant concern for most Americans, and healthcare is rising at a breathtaking pace. However, very few include these rising costs appropriately when creating a financial plan. During retirement, Medicare will cover some of your healthcare costs, but not all. And what about covering the cost of a healthcare crisis for those not yet retired? Michael Stalka believes a financial plan cannot be comprehensive without factoring in healthcare costs — so he does. Our services include:

  • Life & disability insurance analysis
  • Long-term care solutions
  • Medicare guidance
  • Health insurance planning
  • Group insurance analysis


Schedule a conversation

With Michael Stalka

Powered by RFG Advisory

As an independent advisor, we are empowered to serve our clients in-line with our values and our vision. So we’ve partnered with RFG, an innovative turnkey platform engineered specifically to support independent financial advisors like us. RFG handles much of the critical behind-the-scenes support required to run our successful business so that we can spend our time doing what we love — serving you, our clients.

  • RIA Channel Top 50 Wealth Managers by Growth Assets 2022
  • WSR Pathfinder Awards – Top Women Leaders in Wealth Management 2022
  • InvestmentNews Best Places to Work for Financial Advisers 2022
  • Industry Era 10 Most Innovative CEOs of 2021
  • Women in Asset Management Award Series
  • ThinkAdvisor Luminaries 2021 Thought Leadership & Education
  • InvestmentNews Icons & Innovators
  • Best and Brightest Companies to Work for in the Nation 2021
  • 2020 & 2021 Industry Awards
  • Financial Times Top Financial Advisers 2020
  • Money Management Institute Barron’s Industry Awards
  • InvestmentNews Women to Watch
Visit RFG Advisory

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