Sammy Salek

Licensing/Qualifications: 

• ^{Certified Family Business Specialist}
• ^{Licensed to sell Insurance in TX, FL, & NJ}
• ^{SecuritiesRegisteredin TX, FL, DC, TN, & AZ}
• ^{9years in the Financial Services Industry}
• ^{Bilingual in English& Arabic}

 

Professional Services:

^{Retirement Planning}

• ^{401(k)/Lump Sum Distributions}
• ^{IRA Consolidation/Rollovers}
• ^{Pension Payout Alternatives}
• ^{Pension Transfers/Rollovers}
• ^{Income Strategies for Retirement}
• ^{Comprehensive Customized Retirement Profile}
• ^{Long Term CareNeeds}

^{Personal/Family Strategies}

• ^{Disability Income Insurance}
• ^{Education Funding Strategies (529s)}
• ^{Charitable Giving Strategies}
• ^{Estate Conservation Strategies}

^{Business Strategies}

• ^{Buy/Sell Agreement Funding}
• ^{Business Succession Strategies}
• ^{Disability Income Insurance}

Education

Bachelor of Science in Economics from The University of Houston

Hobbies

Enjoys:Tennis and Basketball

Affiliations & Memberships

NAIFA Member