OUR TEAM
Our team brings over 120 years of industry experience
Working with high net worth individuals, families and private companies providing personal solutions to help meet their financial planning needs.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals. *Raymond James is not affiliated and does not endorse any of the organizations mentioned above.
OUR STORY
About All Seasons Wealth
A couple summers back while vacationing with my family, we came across a painting that caught their eye. The painting was titled “The Seasons,” by David Najar, an artist based in Tel Aviv, Israel. We reached out to Mr. Najar and commissioned him to design our group logo. The original artwork is hung in the conference room of our headquarters located in Tampa, FL. This painting represented the four seasons and had many color palates and was very vibrant. A couple years later we hired a professional marketing firm that recommended that I stick to managing money, and let them help create our brand. They helped use the characteristics of the old painting to create our new logo, that would be more easily reproduced and could be more consistent.
The team at All Seasons Wealth is here to serve our clients through rain or shine, up markets and down alike. I like to think that the roots of our tree are like the foundation of our portfolios, similar to the bonds we hold in our clients’ portfolios. The bonds often provide the foundation for our client’s nest egg. The leaves, like seasons, can be cyclical but always come back season after season. We take a holistic approach to working with your family and the future generations of your family and look forward to collaborating with you, no matter the season or stage of your life.
Jeffrey A. Hausinger | Founder & CEO | All Seasons Wealth
OUR PROCESS
At All Seasons Wealth, we put the needs of our clients first.
We chose to offer securities through Raymond James because they share in our commitment to prioritize our clients’ best interests. Successful individuals have high expectations and we find that managing their finances and portfolios rarely follows standard or software-generated models.
Because every client is unique, each financial plan is tailored to his or her unique circumstances. We deploy a broad array of portfolios designed to match our clients risk tolerance and stage in life. Portfolios have been designed with the focus on long-term performance and meeting personal objectives that include making investments as tax efficient as possible.
Our Advisory Process
This approach is time consuming, but experience shows there is no substitute. Therefore, in pursuit of our goals, we will conduct ourselves in accordance with the following precepts.
Once we have agreed to work together, we hold meetings to develop specific objectives.
We review the client’s financial data in order to understand the current situation. This includes any brokerage or bank statements, insurance policies, and existing estate plans. We will ask many questions regarding risk and engage in a thorough discussion to address two separate components of risk – risk tolerance, or how one feels about risk, and risk capacity, which is one’s financial ability to handle losses without adversely affecting future goals and living standards. We strongly believe that a complete, two-way conversation – not a standard multiple-choice-questionnaire approach – helps us understand how to serve our clients best.
After completion of the Discovery Process, we will propose a comprehensive solution which strives to meet your needs including:
- Our client’s financial objectives
- A summary of his or her current financial situation
- An overall strategy that states in broad terms our recommendations for meeting the client’s objectives
- Specific strategies that give detailed guidance on how objectives should be achieved
- A prioritized list of financial planning needs
- An asset allocation for investments, based on the client’s objectives, risk tolerance and risk capacity
We believe implementation is crucial and prioritize each client’s financial planning needs based on his or her situation.
We work with each client to complete each financial planning objective. We also work closely with our clients’ other professional advisors as needed – legal or accounting experts, for example. We stay actively involved to make sure every part of the client’s financial plan is executed completely and appropriately.
All Seasons Wealth believes in consistent and comprehensive communication with our clients.
We meet with them regularly for reviews. Through our website, social media, newsletters, and phone calls, we strive to provide our clients with the highest level of personal contact.
We think of our clients as both our partners and our employers.
We also consider them our friends, and we never take for granted that they have chosen us to take this part of their journey with them.
All Seasons Wealth has extensive experience working with owners of private businesses. Whether it’s the need for investment banking services, succession planning through insurance for buy/sell agreements, a planned exit strategy, or a financial plan to diversify assets, we have the experience and expertise to help.
High Net Worth Individuals and Families face unique challenges and financial planning needs. If your goals include mitigating gift and estate taxes, preserving and growing wealth for future generations, security based lending, and capital preservation, we can develop a customized strategy just for you.
All Seasons has experience with executives ranging in size from small privately held firms to large public companies. We understand how to design and implement a strategy built around large concentrated positions and stock options.
Physicians, Attorneys, Accountants and other professionals need customized strategies to ensure their wealth is growing along with their practices. All seasons has numerous professional clients and we understand these clients want the same time and energy they used to build their careers, put into their financial planning.
All Seasons Wealth works with several institutional clients to help ensure they receive the guidance and resources they need. We have a team dedicated to 401(k) plans, Defined Benefit and Defined Contribution plans, endowments, Capital Raises, as well as Lending and banking solutions.
We work with Professors, Judges, Police and Fire Rescue, Public University employees and numerous other Florida Retirement System Employees. We have extensive experience with the DROP program and investment plan. We know how to craft a plan where a pension is an integral part of a client’s retirement.
We continue to work with several current and former professional athletes. Their unique situation of creating large amounts of wealth at a young age, and over a short time period, can create a challenge when planning for an extended retirement. Often times we are helping with cash management and budgeting when cash flow is only during the season of their sport. In many cases we also help with planning for a second career, or finishing college.
Our program for young professionals provides guidance and advice on establishing a stable and sustainable financial plan. At All Seasons Wealth our goal is to grow with individuals in every stage of their life. This service waives our minimum asset level and is designed for young professionals that have the desire to save aggressively monthly, pay down debt, establish financial goals. Learn more here.
Looking for a financial partner?
Contact us today to learn more about our experience helping business owners and how we can help you.
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