We Share A Culture Focused On Our Clients
At SEDNA we are excited to work on behalf of our clients and help them to grow and serve their community. Specifically we have aligned our firm to deeply understand the passions, lifestyles and financial interests of business owners, consultants and freelancers.
As a business owner you’ve worked exceptionally hard to develop a successful company. We believe that planning for your financial future is not something you can put off until later in life. At SEDNA we help you create a defined plan that is inclusive of you personal and business goals.
As a freelancer or consultant you work hard to deliver quality work and market your business successfully. At SEDNA we understand the challenges of being self-employed and managing the financial needs of both your personal and business life. Our services are designed to help you drive value from your business and take the worry out of managing your personal life.
It’s an exciting time as you watch your children grow up and start to plan for your retirement goals. We’ll help you with the essential steps of saving for college tuition, retirement and caring for a parents and other loved ones. You’ll be able to live life with confidence knowing a plan is in place to navigate as your family changes.
Whether you’re looking to move on from a previous employer or starting your own consulting business, our career transition program will help you structure a financial plan to achieve success, and empower you to promote yourself within the network of your desired field.
The highly educated generation of Millennials has reported a strong desire to succeed in money management. Figuring out the correct balance between saving, paying down debt, and growing assets such as buying a condo are some of the first steps in building wealth. Our modern wealth planning program works with you to put the right strategy in place.
As your family is accumulating wealth, the discussion surrounding preserving and continuing wealth for future generations becomes a vital component of financial prosperity. SEDNA will help you create a strategy that provides the education and structure for each generation to continue along the same path.