916 Southwood Boulevard
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.
Plan for the Possibility of Success
Discovery: We use a holistic approach to learn your life goals and family’s priorities.
Assessment: You will gain clarity regarding the risks and opportunities surrounding your current financial direction.
Evaluation: We will discuss your choices, give you detailed recommendations, and set you up with your own private financial website.
Implementation: We help make your life’s vision and goals more attainable using tax strategies, asset allocation, and advanced planning techniques to give you the confidence in your financial strategy.
Monitor and Adjust: We make a commitment to actively monitor your financial situation and help you anticipate and navigate life’s inevitable changes.
With education and a holistic approach, we strive to provide you with the clarity and knowledge you deserve. We believe great planning answers not just the “what” and “how”, but also the “why.”
“Most people don’t plan to fail; they fail to plan.”
― John L. Beckley
Commitment to Comprehensive Planning - the Only Way to Plan
We believe in maximizing our clients’ wealth while simultaneously delivering high-quality financial services in the most cost-efficient way.
We are committed to honesty, integrity, service to others, and dedication.
First-tier Services include simple investment and planning help and advice, in areas such as cash flow, budgeting, and financial and retirement planning.
Second-tier Services are more customized and integrated and includes more complex offers, such as credit lending, tax, and business advisory issues.
Third-tier Services include estate planning and wealth transfer, custom portfolios, and philanthropic advisor services. Solutions at this level are the most likely to be hyper-customized.
Good financial planning is never static. You need an advisor whose depth of knowledge and years of experience help you focus more on your life and business and less on anxiety over financial matters.
We are your partner in financial success, and we create confidence by being transparent with you about your investments, strategies, and financial health.
R. Bryan Sedway, CLU*, ChFC**, and CAP***, is the principal of Sedway Financial. A Financial Services Professional since 1987, Bryan maintains his practice as a registered representative of Park Avenue Securities (PAS). Bryan lives his...
Julie Elliott comes to the Sedway Financial team with more than 20 years in the financial services industry. Julie has worked with large, national companies as well as independent advisors, which has allowed her to excel in a wide...
Wealth may be defined as the value of assets accumulated, or as captured memorable moments in time. The reality of either or bothobjectives is often better realized through proper planning and financial management. I am committed to...
Please call us at (800) 925-2050 or Schedule an Appointment with us today to discuss your situation.
What if you could choose how you paid your financial advisor?