Anne Salick Email & Phone Number

My mission is to motivate privately held business owners and their key people to take immediate positive action in their financial lives. I work with clients who are ready to have a solid financial vision and plan for their business or personal lives and the security that a plan can give them. My clients and I partner together with me as their coach to financial success and stability. We manage the risk and identify financial opportunities. I take a holistic approach in their comprehensive financial planning and work with them step by step, side by side, to achieve their financial goals.Specialties: • Comprehensive Financial plans• Owner and Executive discretionary plans• Exit strategies/ succession planning for business owners• Buy/Sell agreement funding (life & disability insurance)• Qualified plans• Retirement planning, wealth accumulation & management.I am licensed to sell Insurance Products in the following states: TX, IN, OK, VAI am licensed to sell Securities in the following states: TX, CO, IN, IA, MS, WA.Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisory. Adaptation Financial Advisors and Cambridge are not affiliated.

Listed skills include Retirement Planning, Investments, Strategy, Insurance, and 45 others.