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Seth has been in the financial services industry since 2008 and works with many types of clients but specializes in working with those at or near retirement and business owners. He is a lifelong resident of Sacramento, but lived in Peru, England, and Israel while completing his formal education. He currently resides in Rocklin where he is an active member in the community.
At a young age, Seth's family lost their business due to a lack of business planning. The loss of the family business added a lot of stress on his family. Because of this experience, Seth understands the challenges that business owners can face. With this understanding of business owner's needs, he can help them work towards and plan for their future.
Seth knows that with a little forethought and planning, the gravity of his family's experience could have been different.
Having had firsthand experience, Seth is passionate about helping his clients with practical strategies that can help them with their business and personal financial planning. Planning that can help them works towards living a more financially stable, sustainable, and enjoyable life.
Executive Benefits
Business Protection
Streamlining Benefits
Exit Planning and Transfer Strategies
Retaining Key Employees
Funding Buy-Sell Agreements
Business Continuation Exit Planning
Business Owner Gap Analysis
SERVICES FOR INDIVIDUALS
Protecting Families
Investments
Streamlining Insurance and Investment Costs
Minimizing Tax Liability with Tax Savings Strategies
Retirement Income Planning
Estate Planning
401(k)
SIMPLE
SEP
Corporate Payroll Deduction Plan
Split Dollar Agreement
Pension Plan
Salary Continuation Plan
Disability Overhead Expense Policy
Disability Buyout Insurance
Group Medical including Covered CA
Group Life Insurance
Group Disability Insurance
Employee Financial Resource Programs
Voluntary Employee Benefits
ESOP
Non-Qualified Plan Services
Profit Sharing Plans
Key Person Replacement Insurance
Business Owner Excess Plans
SOLUTIONS FOR INDIVIDUALS
Life Insurance
Disability Insurance
Long Term Care Insurance
Medicare Supplements
Medicare Advantage Plans
Medicare Prescriptions Drug Plans
Individual Medical Including Covered CA
IRA's
Roth IRA's
529 Plans
Mutual Funds
Annuities
1587411-042021