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302 Innovation Drive, #310, Franklin, TN 37067

(615) 861-3020
ctasik@tasikfinancial.com
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ACS Personal Financial Wellness

Meeting You Where You Are in Your Surgical CareerSM

Personalized Financial Planning And Investment Management From Residency to Retirement

We are honored and proud to partner with the American College of Surgeons' Personal Financial Wellness Program.

As a surgeon, your financial life evolves dramatically from training to practice to retirement. We partner with you to provide integrated wealth management across the entire continuum of your surgical career with the tools and planning strategies you need to help you achieve your goals while you grow your career.

Working Together

Please look around our site, it's got a lot of great information on it about what we do and how we practice.

When you are ready for a no obligation conversation, click below to schedule a meeting or email us if you need to speak in the evening or on a Saturday. We are happy to work into your clinical schedule.

Planning Across Your Career Continuum

Residency

Goals
Budgeting, managing student loans, understanding benefits, starting retirement savings

Focus on
Build foundational financial literacy
Create a clear, actionable plan to balance debt and start saving Build a plan to maintain financial stability during high-demand training years and avoid lifestyle creep
Evaluate career opportunities factoring in compensation package, retirement plan contributions, taxes, and benefits

Take control of your student loans

Post Residency/Early Attending

Goals

Cash flow management, student loan repayment, investing, risk management and early tax planning.

Focus on
Optimize income and benefits in first job
Implement risk management strategies
Balance lifestyle upgrades with financial stability
Develop long-term wealth building and tax strategies alongside a loan repayment strategy
Begin preliminary estate planning (wills, powers of attorney, beneficiaries) as family and/or assets grow

Stay on Top of your financial life

Peak Earning Years

Goals

Advanced tax strategy, practice equity, legacy planning, retirement readiness

Focus on
Enhance tax efficiency and asset protection
Plan for private practice transitions or buy-ins/buy-outs
Balance competing spending & investing priorities
Develop intergenerational wealth and charitable giving strategies
Assess retirement readiness and plan distribution strategies

Change Your Financial Future Today

Late Career & Retirement

Goals

Maximize retirement income, manage withdrawal strategies, refine tax strategies for Social Security and investment income, simplify estate planning and legacy goals, align financial assets with lifestyle, travel, and family priorities

Focus on
Design a sustainable, tax-aware withdrawal plan
Coordinate Medicare, long-term care and healthcare 
Consolidate and simplify accounts and investment strategies
Revisiting estate and charitable giving plans with clear next-generation goals

Get Retirement Ready