● (704) 981-0455 ● info@sednawealthmanagement.com

Great Things Start With A Plan

Committed To Making Your Business A Success

SEDNA For Business

Wealth Planning For Business Owners

Retirement Plan Consultation

Employee Financial Education

Succession Planning

Investment Management

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. Some of the key issues we help with are:

– Managing Cash & Debt Levels
– Paying Yourself
– Planning For Retirement
– Diversifying Your Assets
– Succession Planning
– Estate Planning

A qualified retirement plan (“QRP”) offers one of the most attractive tax shelters available today. If you are self-employed or have a business entity and want to provide tax-advantaged planning for your yourself and employees, then a qualified retirement plan provides the perfect solution. At SEDNA we can help your business navigate your fiduciary responsibilities as a plan provider, select the right plan for your business’s needs, and make sure you’re fees are in line with comparable plans.

An effective financial education program is beneficial to keeping a happy, well-rounded workforce and can help you bolster your retirement plan fiduciary requirements. We help your employees’ build their ideal futures in making retirement decisions consistent with their personal objectives, needs, and situation. Our financial education program is designed to help your staff understand their investment options, create diversified model portfolios, and give guidance and education around their financial decisions.

When it comes to developing a succession plan for your business, there is no “one size fits all.” We work closely with you to create a plan that will ensure your years of hard work will be transitioned effectively to maximize the return for the future. Succession planning often raises issues of inevitable life changes and of changes in key personal relationships. Should the worst happen, the value of your business often decreases without an effective succession plan and your beneficiaries will not receive the full value of the business. At SEDNA we can help you retain control over the outcome and create a plan to realize the full value of all your hard work.

Get the most out of your businesses savings by creating an investment plan and utilizing our smart portfolio system to maximize returns. Focus more time on your business, by leaving the investment planning, dynamic allocation changes and tax optimization to SEDNA.

Schedule A Call With A Business Specialist

Get Personal With Your Money

Our suite of online tools let you view all of your accounts in one place and get real-time information to maximize your budget and net worth. 

LEARN MORE