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12 Questions to Ask a Financial Advisor

May 5, 2015 By Tyler A. Gray, CFP®, CKA®, AIF®

questions to ask a financial advisor with woman's hand on her head picture

Are you thinking about hiring a financial advisor, but aren’t sure what questions to ask them to see whether or not it’s a good fit? Or are you curious if your current advisor is still a good fit for your individual situation? If you answered, “Yes,” to either of those questions, then you should definitely… Read More

Filed Under: Tools, eBooks, & Checklists, Wealth Management

7 Tools to Help You Reach Your Financial Goals

April 15, 2015 By Tyler A. Gray, CFP®, CKA®, AIF®

tools for financial goals picture of hand tools

When you’re building something, the tools you use are incredibly important. If you have inferior tools, you will do inferior work. It’s as simple as that. Just like a house will crumble to the ground if not built with the right tools, so will your financial goals come crashing down with the wrong financial tools… Read More

Filed Under: Lifestyle & Organization, Tools, eBooks, & Checklists

Investing Fundamentals: What Every Investor Needs to Know (Free eBook)

February 20, 2014 By Tyler A. Gray, CFP®, CKA®, AIF®

picture of people reading a book

Despite what the media would have you to believe, there’s not much you need to know in order to have a successful investing experience. With that said, the things you DO need to know, are vitally important. If you don’t understand some basic investing fundamentals, it could cost you thousands, if not hundreds of thousands… Read More

Filed Under: Investing & Retirement, Tools, eBooks, & Checklists

Fix Your Finances With This Free Annual Checklist

January 8, 2014 By Tyler A. Gray, CFP®, CKA®, AIF®

financial checklists

To make sure you stay on good financial footing, there are a few things you should do each year, regardless of your age or stage of life. With that in mind, I recently put together a short checklist of 5 basic things you can do each year to help keep your financial house in order.… Read More

Filed Under: Tools, eBooks, & Checklists

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Advisory services offered through SageOak Financial, LLC, a registered investment adviser with the U.S. Securities and Exchange Commission. Seasons Financial Group is a tradename of SageOak Financial, LLC.