Welcome to Seward Wealth Management
We are committed to helping local families and businesses in Northeastern Ohio (and beyond) pursue their financial goals.
We offer a personalized and customized approach to address your financial needs from our office in Fairlawn. Our staff has combined experience of 35 years in the financial services industry.
The primary financial areas that we help you address and resolve are:
- The amount of money you will need to save for retirement
- Customized planning to fund your retirement
- Tax saving strategies
- Guidance with the estate planning process
We believe that even small improvements in your estate and tax planning, investment management, and risk management strategies can make a significant difference in your financial situation over time.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Lifestyle considerations in creating your retirement portfolio.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps estimate your federal estate tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Why are 401(k) plans, annuities, and IRAs so popular?
Investors seeking world investments can choose between global and international funds. What's the difference?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Smart investors take the time to separate emotion from fact.
A special needs trust helps care for a special needs child when you’re gone.