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Let's implement a plan that inspires us to understand how money works and empowers us to achieve our goals and dreams!
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