Contact
Salient WPG Home
  • Home
  • About Us 
    • The Salient Way
    • Our Team
  • Private Wealth Planning 
    • Overview
    • 4 Areas of Planning
    • Financial Modeling
    • Intergenerational Wealth
    • Family Income Trust
  • Business Owner Planning 
    • Overview
    • Key Questions
    • Value Gap
    • Business Exit Readiness Index Survey (BERI)
    • Sounding Board Sessions
  • Press
  • Resources 
    • Blog
    • BERI Report
    • Biz Equity Valuation
    • Educational Videos

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Have A Question About This Topic?

Thank you! Oops!

Related Content

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

Retiring in a Post-Pandemic World

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

Why Everyone Needs an Estate Strategy

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

Contact

Office: (310) 531-1021

1230 rosecrans ave. ste 350

Suite 350

manhattan beach, CA 90266

denny.bilikas@lfg.com

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • All Articles
  • All Videos
  • All Calculators
  • All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

We are insurance licensed in the following states: CA, FL, KS and NV.

Denny Bilikas: California Insurance License #0D33063
Alec Hoag: California Insurance License #OM82989
Garrick A. Peters: California Insurance License #0D41915
Robert J. Rojano: California Insurance License #0C94430
John P. Schlatter: California Insurance License #0745047
Juliana Yoon: California Insurance License #0D48448

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.

Salient Wealth Planning Group is a marketing name for registered representatives of Lincoln Financial Advisors.

CRN-4759291-052422

See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.

We are insurance licensed in the following states: CA, FL, KS and NV.