916 Southwood Boulevard
Our planning process provides the clarity and knowledge you deserve.
Your confidence in our experienced team and your financial strategy is our ultimate goal.
We are committed to you and your ultimate success, no matter your life stage or financial goals.
At Sedway Financial, we believe choices should be made simple and consistently support your underlying goals.
We seek to provide you with the clarity, confidence, commitment, and choices to achieve your financial goals, giving you a newfound understanding of just how much is possible.
“Planning is bringing the future into the present so that you can do something about it now.”― Alan Lakein
We specialize in working with high net worth individuals and business owners to simplify complex financial terms and investment options, offer honest advice, and help you navigate life. Our process helps clients discover options they’re not aware of nor were likely to find on their own.
We create strategies that are tailored to your needs and goals.
We work with you on maximizing your wealth and delivering quality services for a reasonable price. In fact, our clients choose how we get paid.
We collaborate with entrepreneurs to help grow and protect the value of their business.
Risk management addresses potential risks to ensure valuable assets are protected.
We approach your financial picture from a wide-angle lens and build long-term, trusted relationships while working to pursue your goals.
"It is literally true that you can succeed best and quickest by helping others to succeed. "
- Napolean Hill
"Excellence is going the extra mile." — Joyce Meyer
Using a systematic method and holistic process helps ensure that you stay on track to achieve your goals to the best ability possible.
"A goal without a plan is just a wish."
- Antoine de Saint-Exupéry
"It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for."
- Robert Kiyosaki
Questions to Ask About Medicare
Medicare At 65+