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About Tasik Financial Strategies

"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 work 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;

  • TFS coordinates with experts in tax and accounting, trust and estate law, 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 must act as a fiduciary, and therefore, act in the best interests of his Clients; and

With whom is TFS affiliated?

  • TFS maintains an independent, strategic relationship with Securities Management & Research, Inc., a Broker/Dealer, member FINRA/SIPC, and BFC Planning, Inc., a Registered Investment Advisor, which provide compliance and operational support;

  • TFS custodies client assets with Assetmark Trust, National Financial Services, LLC,  and other independent custodians.

  • Christopher Tasik, CFP® is a proud member of the Financial Services Institute.

Securities Management & Research, Inc. and BFC Planning, Inc. disclosure documents.

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