BUSINESS OF THE MONTH - FEBRUARY 2014
GORLICK FINANCIAL STRATEGIES
Alan E. Gorlick, AAMS, CEO
Financial Strategies, founded by finance veteran
Alan E. Gorlick,
is a full service firm with a concentration in two important, but
frequently neglected, financial markets: retirement plans for small
companies, and sophisticated risk management for long term investors.
"Small businesses often believe that they
can't afford or don't qualify for world-class retirement programs
similar to the 401(k) plans common in large companies," said Gorlick.
"The fact is that some of the strongest insurance companies and money
managers have developed comprehensive plans aimed right at small
business. Not only are the costs carefully controlled, many plans
qualify for tax credits," Gorlick explained.
His company provides the personalized
advice and hand-holding to raise awareness, implement the plans, and
educate the participants.
In addition to his industry experience,
Gorlick has been a part-time college professor for the last 25 years,
where risk management has been a key element of his academic research.
He applies that expertise to his clients' retirement nest eggs.
"Sure it feels great to pick a hot stock.
It's also fun to win in Las Vegas. However, long term financial
planning depends on managing risk," said the investment professional.
"Gorlick Financial Strategies is committed to this view of investing,
with portfolios customized to the unique needs of each client."
The company's web site is
www.gorlickfinancialstrategies.com. The site is a resource to help
manage the risks embodied in a full range of financial planning,
Investing for the Long Term
Long Term Care Insurance
401(k) Contributions If You Are Disabled
Securities and investment advisory
services offered through NEXT Financial Group, Inc., Member
Gorlick Financial Strategies is not an affiliate of NEXT Financial
important information, visit the "Customers" section of
Client funds and securities are held in
custody by Pershing LLC. See website for more information at
For more information please contact
Alan Gorlick at 813-419-2148 or
Gorlick Financial Strategies is located
4414 Casey Lake Boulevard, Tampa, FL 33618.