Who We Are

"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

• 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

• Mr. Tasik is bound by the CFP Board's Code of Ethics and Standards of Conducts.

• 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.