CERTIFIED FINANCIAL PLANNER™ professional with a practice focused on business owners, professionals and physicians. Areas of expertise include retirement planning, estate planning, risk management using insurance and other tools, and managing for tax efficiency. I bring a diverse professional background into all client relationships and am often able to bring unique ideas to my clients. I take pride in helping you navigate the complexities of your financial life by combining our core values with state of the art technology, good old fashioned listening skills and sound investing principles.
I also have expertise in assisting business owners to implement and manage successful retirement plans. I believe that successful plans are fee transparent, have active employee participation and use cost effective investment options that minimize conflicts of interest and reduce fiduciary liability for the plan's trustees.
Securities and investment advisory services offered through H. Beck, Inc., Member FINRA, SIPC. H. Beck, Inc. and Tasik Financial Strategies are not affiliated. Branch office: 1647 Preston Pl, Brentwood, TN 37027, 203-653-1925. Registered to sell securities in the states of CO, CT, FL, IA, IL, NC, NY, TN, and VT and licensed to sell insurance in the states of CT, MA, NY and TN. This is not an offer or solicitation in any other state.