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Seth helps families and business owners simplify complicated financial matters using his educational background and nearly 20 years of experience advising his clients in the areas of Wealth Accumulation and Risk Mitigation. This includes guiding clients through all phases of retirement accumulation and distribution, as well as estate planning and legacy strategies so that wealth can be passed on to future generations in an efficient and effective manner. For business owners, Seth helps with business continuation, buy/sell agreements, group benefits, retirement and executive bonus plans.