You are viewing a preview location.
Broker Check

Seasons Financial Group - Tulsa, OK

Client Login

 
MAXIMIZING YOUR RETIREMENT What to Do When You Lose Your Wallet Rightsizing for Retirement Charitable Giving: Smart from the Heart

Sound Financial Solutions

Our passion is to provide you sound financial solutions for every Season of Life. Whether you are just starting out in the spring of life or you are in the wintertime enjoying your retirement years, we tailor financial solutions for you with the goal of getting your financial house in order.

Change is not easy. It can be stressful and disruptive but it doesn't need to be when it comes to your financial matters. Whether it is changing jobs, retirement from a job, divorce, death of a spouse or just an empty nest, we are here to provide guidance and simplify the process for you.

Hundreds of clients have put their trust and confidence in the planners and advisors of Seasons Financial Group. Schedule a visit today for a no-obligation review to see why. 

Helpful Content

Assess Life Insurance Needs

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Social Media: #Newest Business Liability Risk

Social Media: #Newest Business Liability Risk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

 

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

View all articles arrow

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

View all calculators arrow

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

View all presentations arrow

The Business Cycle

How will you weather the ups and downs of the business cycle?

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

View all videos arrow