I will review your current investment portfolio and provide recommendations to improve your results without moving your accounts.
For example, if you have an...[more]
Last activity: Oct 10, 2008
Log in or join now to see how you and Seth are connected.
Seth hasn't listed any associations or qualifications.
Seattle, Washington 98115
I started my business working with individual investors and continue to do so, but after reviewing the current state of the 401k industry I've begun to concentrate my efforts on fixing existing 401k plans and helping create new plans. My plans do what they are supposed to do....help companies recruit and retain talent by providing a benefit that grows employee's (and owner's) wealth without incurring a potential liability for the company (that's where 99% other 401k plans fall short).
The 401k plans I provide are efficient and transparent. Efficient means I diversify investments at the asset class level and transparent...[more]
Seattle, Washington 98115
I will review your current investment portfolio and provide recommendations to improve your results without moving your accounts.
For example, if you have an...[more]
Partnerships with accounting firms to help their customers avoid the fiduciary liability pitfalls of other 401k providers. For the accounting firm they will be able...[more]