We’re so excited to announce this! Two incredible experts have joined our team to give you the top-tier service and experience you’ve come to expect from Sandene Strategies.
With their unique skills and decades of experience, they’ll ensure we can give you the most comprehensive plan possible for your finances and your life, both now and during your retirement.
Anne Salick | Certified Fiduciary Plan Advisor, Certified Exit Planning Advisor with a Focus on Entrepreneurs
When we met Anne Salick, we just knew she’d be a perfect fit for our clients (and for us!) because her mission and ours are the same—As Anne puts it:
“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.”
We’re entrepreneurs ourselves, and we love serving other entrepreneurs—guiding you to your empowered future is what we live for!
Helping you get a financial plan in place to reach the future you envision is what we do best. Adding Anne to the team was a no-brainer—she’ll allow us to have a better understanding of how to best help every client.
Many entrepreneurs focus solely on their business, thinking that this giant, valuable asset is all they need…
When in fact, it’s only one slice of the pie: Your future should include ALL of the following:
Estate & Legacy Planning
Tax Optimization
Risk Management & Insurance
Your Closely Held Businesses
360º Asset Strategy™ (ALL your assets—not just your business)
Relevant Living™ (your plan for what you’ll do during retirement, your new beginning)
Anne’s expertise and experience in exit planning make her uniquely qualified to help our clients, but there’s actually an even bigger benefit:
Having Anne in the office means we can all collaborate on the best strategies for each and every client, leading to better outcomes for you!
Our Certified Exit Planning Advisors (CEPAs) Improve Your Chance of Maximizing Your Business’ Value (When You’re Ready to Sell)
Exit planning is an extremely complicated process filled with pitfalls and problems, but Jeff and Anne have the experience and training necessary to help entrepreneurs receive full value when selling their business.
With Anne as our Director of Personal Planning and Business Strategies, we’re confident about our ability to have a major impact on the lives of our clients!
Our second major hire will free up a TON of our time so that we can focus as much as possible on our clients and their needs.
Brenda Hart | Executive Assistant with 20 Years of Experience Supporting C-Suite Executives
Our financial experts only have so much time in their day—that’s why we brought on a different kind of expert!
Brenda impressed us right out of the gate with her many years of experience supporting executives and her understanding of many different industries.
She’s already begun freeing up enormous amounts of time for us, letting us focus almost completely on our clients and their needs.
But we’re not done yet! We have a few more people who likely will join us soon and maximize our ability to help with estate planning, and we also have one more hire to announce….
Tax Strategist: Is It You?
That’s right! We’re on the hunt for an expert in tax planning and strategies to help our high-net-worth clients and entrepreneurs maximize their tax savings every year.
If you LOVE working with entrepreneurs like we do, we’d love to talk! Contact us today.
Your Future Is Now. Let’s Get To Work!
A personal financial plan for a business owner looks much different than the average plan—as entrepreneurs ourselves, we get it!
Your finances and future are centered around your biggest asset—your business—which comes with unique financial challenges.
Our experts have decades of experience working with business owners just like you—we understand that your business is more than just a line item.
We also understand the unique emotional challenges that business owners face. There’s a reason why 75% of business owners end up regretting their sale—it’s not all about the money.
Get help planning a future you feel confident and excited about, one that’s unique to you.
Your Future Is Now. Let’s Get To Work!
Schedule an Introductory Call