Smart investing doesn’t have to be complicated investing. Understanding strategies may help you avoid common pitfalls.Learn More
You have worked hard 24/7/365 on your vision, yet businesses, big and small, are often not aware of qualified strategies that highly benefit the company and their bottom line.Learn More
"In a few hours of planning, many of our clients could save more than they have accumulated over the last several years." – Price WaterhouseLearn More
Today's flexible solutions can work with your lifestyle, securing and protecting against unexpected events and uncertainty.Learn More
Wealth Accumulation, Protection, & Distribution
For High Net Worth Individuals And Families Nationwide
Our mission in the Wealth Management business is to provide you with the clarity, confidence, and commitment to achieve your financial goals, giving you a new-found understanding of how much is possible.
We specialize in working with successful business owners and their families to maximize key areas of wealth accumulation, protection, and distribution. We understand businesses and owners face unique challenges as they set goals to maximize their wealth and satisfy “legacy” desires (whether philanthropic or family). Clients in tax brackets of 35% and higher, or with a net worth exceeding $5 million, have benefited from our strategies for increasing potential tax savings and deductible opportunities while maximizing returns. Our process helps clients discover options they weren’t aware of nor were likely to find on their own. We are very comfortable in working with complex, multi-state situations & owners with one or more businesses. We are here for you through all stages of your business and personal life.
Utilizing advanced planning and modeling systems we take the mystery out of preparing for today and tomorrow.
Sedway Financial is not limited by location, providing services to clients globally. We work very closely with all of your other professionals integrating quality advice to help with life's dynamic planning. Our team of professionals and strategic alliances, with decades of experience in all aspects of finance and financial planning, provide unlimited Wealth Management services.
Invaluable Services with a Personal Touch
- Advanced Personalized Planning Process
- State-of-the-Art technology like eMoney PFM
- Daily updates of all accounts easily 24/7 including via Mobile Access
- Protection and Cash Flow analysis
- Financials and planning goals are measured and updated daily
- Investment allocation and risk monitoring
- Discover hidden potential tax savings
- Private Banking Services
- Business Succession Planning
- Business Benefit Planning
- Charitable Tax Planning
- Industry leading security & encryption
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
To choose a plan, it’s important to ask yourself four key questions.
Knowing your risks is essential when making investment decisions and exit decisions.
If you find it hard to attain personal life goals, there’s an app for that!
Couples may be able to head off many of the problems in a marriage that money can cause.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Military families face unique challenges, making personal finance even more critical.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How will you weather the ups and downs of the business cycle?
All about how missing the best market days (or the worst!) might affect your portfolio.
Do you know these three personal finance sayings?
$1 million in a diversified portfolio could help finance part of your retirement.
Learn how to harness the power of compound interest for your investments.
Agent Jane Bond is on the case, cracking the code on bonds.