About Us
"The leading investment counsel firms make no claims to being brilliant; they do pride themselves on being careful, conservative, and competent. Their primary aim is to preserve the principal value over the years and produce a conservatively acceptable rate of income. Any accomplishment beyond that - and they do strive to better the goal -they regard in the nature of extra service rendered. Perhaps their chief value to their clients lies in shielding them from costly mistakes"
—Benjamin Graham, The Intelligent Investor, 1949
Why should you Consider working with Tasik Financial Strategies ("TFS")?
- TFS is an independent firm, free from the proprietary products that often exist when working with banks, "wirehouse" investment companies and insurance-based planners and advisors;
- We build deep relationships with each of our clients so your needs are both understood and met;
- TFS provides financial planning and investment management services on a fully disclosed fee basis, aligning its interests with yours;
- We coordinate with experts in tax and accounting, trust and estate law, Medicare, insurance, payroll and other disciplines to provide our clients with comprehensive, integrated service;
- TFS works with clients to serve changing financial needs over their lifetime and into future generations;
- As a CERTIFIED FINANCIAL PLANNER™ professional, Christopher Tasik has a fiduciary duty/responsibility to act in the best interests of his Clients and Mr. Tasik is bound by the CFP Board's Code of Ethics and Standards of Conducts.
With whom is TFS affiliated?
- Christopher Tasik is a investment advisor representative of United Advisor Group, a federally registered investment adviser under the Investment Advisers Act of 1940;
- TFS custodies client assets with Assetmark Trust, Schwab, and other independent custodians.
- Christopher Tasik, CFP® is a proud member of the Financial Services Institute.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.