Clarity

Our planning process provides the clarity and knowledge you deserve.

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Confidence

Your confidence in our experienced team and your financial strategy is our ultimate goal.

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Commitment

We are committed to you and your ultimate success, no matter your life stage or financial goals.

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Choices

At Sedway Financial, we believe choices should be made simple and consistently support your underlying goals.

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Where Do You Want Your Future Financial Roadmap to Take You?

Our Mission

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

Bringing Your Entire Picture Together

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.

Investments

We create strategies that are tailored to your needs and goals.

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Individuals

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.

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Business Owners

We collaborate with entrepreneurs to help grow and protect the value of their business.

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Protection

Risk management addresses potential risks to ensure valuable assets are protected.

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Full-Service Efficiency

Committed to You

We approach your financial picture from a wide-angle lens and build long-term, trusted relationships while working to pursue your goals.

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"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

It All Starts With a Plan

Our Process

Using a systematic method and holistic process helps ensure that you stay on track to achieve your goals to the best ability possible.

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"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

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

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6 Tips to Manage Market Stress

Things you and clients can do to manage market stress

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Tell Us How We Can Help You Today

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