We guide our clients into a confident and comfortable retirement. By providing the information and tools necessary, they can make the best financial decisions for their family's future. Seasons Change Financial works with friends and neighbors throughout Pennsylvania to help meet their financial goals through a holistic in-depth financial plan only a certified financial planner can provide.
We are a family owned firm rooted in the community and have developed our business by creating personal relationships with our clients. When you have financial concerns, we want to help you address them. Our financial strategies and asset management services use all types of financial products, including alternative investments and managed portfolios with daily oversight and insurance products such as annuities, to help you meet your goals.
We are a family owned firm rooted in the community and have developed our business by creating personal relationships with our clients. When you have financial concerns, we want to help you address them. Our financial strategies and asset management services use all types of financial products, including alternative investments and managed portfolios with daily oversight and insurance products such as annuities, to help you meet your goals.
Services
At Seasons Change Financial, Russell T. Stellfox's mission is to guide clients into a confident and comfortable retirement by providing the information and tools necessary to make the best financial decisions for their family's future. He does this by providing clients with exceptional financial planning services and adhering to the Certified Financial Planning CFP Board's standards of professional conduct.
Retirement income strategies are not just for the wealthy. As retirement nears, the traditional strategy has been to move growth-seeking products to more conservative, fixed-income products. According to a recent study, for a married couple age 65 there is now a 50% chance that at least one spouse will live to age 94.1 This means that you may need to plan for your retirement savings to potentially last 25 to 30 years.
The Social Security Decisions Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future. Securities and investment advisory services are offered solely through Ameritas Investment Company, LLC.
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