Strategies That Support Your Goals
In today’s world of financial complexity, you need advice that is:
- customized to your personal issues, opportunities, and blind spots
- takes the mystery out of the markets and simplifies the solutions, and
- relies on a comprehensive array of strategies and tools.
Putting together a strategy to help address your financial objectives doesn’t have to be a chore and can be fun!
Direct: (972) 789-1210
Cell: (972) 430-8793
Anne.Salick@LPL.com
Business Needs
Business Continuation Strategies
- Disability Buyout Insurance
- Key Employee Insurance
- Buy-Sell Arrangement Funding
- Business Overhead Insurance
- Business Loan Protection Insurance
- Succession Planning
Executive & Discretionary Benefit Strategies
- Deferred Compensation
- Split Dollar/Bonus Strategies
- Supplemental Executive Retirement
- Executive Bonus Plans
- Corporate-Owned Life Insurance
Tax Qualified Retirement Plans
- 401(k)
- Profit Sharing
- Defined Benefit
- Simplified Employee Pension (SEPs)\
- SIMPLE Plan/IRA
Employee Benefits Products
- Disability Income Insurance
- Voluntary Benefits
- Long-Term Care Insurance
- Educational Seminars
Personal Needs
Family & Wealth Protection Strategies
- Life Insurance
- Disability Income Insurance
- Long-Term Care Insurance
- Estate Conservation
- Charitable Giving Strategies
Wealth Accumulation Strategies
- Disability Buyout Insurance
- Key Employee Insurance
- Buy-Sell Arrangement Funding
- Business Overhead Insurance
- Business Loan Protection Insurance
- Succession Planning
Wealth Distribution Strategies
- Estate/Trust
- Charitable Giving
- Family Gifting