Anne Salick

Anne Salick Email and Phone Number

Director, Personal Planning and Business Strategies, CEPA, CPFA @ Sandene Strategies, LLC
Dallas, TX, US
Anne Salick's Location
Dallas, Texas, United States, United States
Anne Salick's Contact Details

Anne Salick personal email

n/a

Anne Salick phone numbers

About Anne Salick

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.

Anne Salick's Current Company Details
Sandene Strategies, LLC

Sandene Strategies, Llc

View
Director, Personal Planning and Business Strategies, CEPA, CPFA
Dallas, TX, US
Website:
SandeneStrategies.com
Employees:
1
Anne Salick Work Experience Details
  • Sandene Strategies, Llc
    Director, Personal Planning And Business Strategies, Cepa, Cpfa
    Sandene Strategies, Llc
    Dallas, Tx, Us
    View
  • Adaptation Financial™
    Financial Advisor, Cepa, Cpfa
    Adaptation Financial™ Sep 2020 - Present
    Dallas-Fort Worth Metroplex
    I provide professional recommendations and solutions based on my clients’ specific needs. I do a holistic and comprehensive consultation and analysis that is unique to each client. My focus is in the small to medium sized business market where I can show business owners how to achieve an expanded vision of their financial future as well as their employees. I help them identify and solve their needs and issues such as Succession/Exit Planning, Wealth Building and Retirement, and Key Employee Benefits for recruiting and retention strategies.I also help individuals with Protection, Estate Planning and Tax and Wealth Management through proactively planning for issues such as retirement and investments, tax effects, protection of their lives and incomes, college education funding, and for other life events.
    View
  • Rockgate Financial Partners
    Financial Planner
    Rockgate Financial Partners Feb 2012 - Sep 2020
    Dallas, Tx
  • Principal Financial Group
    Financial Advisor
    Principal Financial Group 2008 - 2012
    Addison, Tx
    View
  • V2R Consulting Services
    Owner/ Business Solutions Consultant
    V2R Consulting Services 2006 - 2008
    Flower Mound, Tx
  • Rose Technologies
    Director (Board Of Directors)
    Rose Technologies 2002 - 2007
    Denton, Tx
    View
  • Convergys Corp
    Director Solution Development
    Convergys Corp 2003 - 2005
  • Cygent, Inc. - Acquired By Convergys Corp.
    Sales Solution Architect
    Cygent, Inc. - Acquired By Convergys Corp. 2000 - 2002
  • Oracle Corp
    Senior Sales Consultant
    Oracle Corp 1996 - 2000
    Irving, Tx
    View
  • Exxon/Mobil Oil Corporation, Inc.
    Information Systems Project Manager - Marketing & Refining Division
    Exxon/Mobil Oil Corporation, Inc. 1982 - 1996
    Dallas, Tx
    View

Anne Salick Skills

Retirement Planning Investments Strategy Insurance Retirement Strategic Financial Planning Financial Services Small Business Strategic Planning Finance New Business Development Sales Financial Advisory Asset Management Management Disability Insurance Team Building Risk Management Employee Benefits Leadership Asset Allocation Financial Analysis Portfolio Management Securities Business Strategy Program Management Forecasting Mutual Funds 401k Wealth Management Life Insurance Fixed Annuities Financial Planning Investment Advisory Business Planning Management Consulting Succession Planning Financial Goals Saas Lead Generation Business Intelligence Estate Planning Consulting Exit Strategies Asset Managment Series 63 Series 7 Buy Sell Agreements Compliance

Anne Salick Education Details

Frequently Asked Questions about Anne Salick

What company does Anne Salick work for?

Anne Salick works for Sandene Strategies, Llc

What is Anne Salick's role at the current company?

Anne Salick's current role is Director, Personal Planning and Business Strategies, CEPA, CPFA.

What is Anne Salick's email address?

Anne Salick's email address is an****@****zon.net

What is Anne Salick's direct phone number?

Anne Salick's direct phone number is +197287*****

What schools did Anne Salick attend?

Anne Salick attended University Of North Texas, University Of North Texas.

What are some of Anne Salick's interests?

Anne Salick has interest in Education, Economic Empowerment, Environment, Health.

What skills is Anne Salick known for?

Anne Salick has skills like Retirement Planning, Investments, Strategy, Insurance, Retirement, Strategic Financial Planning, Financial Services, Small Business, Strategic Planning, Finance, New Business Development, Sales.

Not the Anne Salick you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.