Tusk Financial Planning
Personalized Financial Plans
For Our Nation's Active & Retired Military, Retirees and Pre-Retirees, & Women and Families
Tusk Financial Planning
Personalized Financial Plans
For Our Nation's Active & Retired Military, Retirees and Pre-Retirees, & Women and Families
Tusk Financial Planning
Personalized Financial Plans
For Our Nation's Active & Retired Military, Retirees and Pre-Retirees, & Women and Families
Our Focus Is On Clients Like You!
Military

TSP, LES, SBP...we speak your language, and we've got you covered. We understand the unique challenges faced by our nation's military service members and their families. Keep your same financial advisor when you PCS, too!
Women

You face unique challenges in life: lower lifetime income, raising a family, higher healthcare costs, and living longer. We have strategies to help you get ahead.
Families

Planning for college? Buying a new home? Saving for the future? Families can be extraordinarily busy. When is there time to plan for the future?
Pre(Retirees)

Have I saved enough for retirement? How do I maximize Social Security and minimize taxes? Do I need an annuity? What's the best way to pass money to my heirs?
We Provide Strategies to These Questions...and More!
Should I rollover my old 401(k) / 403(b) / TSP account?
What's the best kind of life insurance to have, and is it enough?
Do I have enough money to retire?
Do I need a trust? Will a trust save me taxes?
How do I lower my debt?
Should I pay extra on my mortgage and student loans?
Should I take my Social Security at age 62?
Ready to get answers to your questions?
The Tusk Difference!

We're Comprehensive Financial Planners
We don't just sell you investments like some other folks. We take the time to know our clients individually, we develop long-term plans, and we customize our advice and services to help you accomplish your financial goals.

We're Independent
Being independent means that we don't get pressured to make certain recommendations to clients, and we aren't faced with any corporate sales goals.
We offer advice that is in your best interest...ALWAYS!

We Do Tax-Efficient Retirement Planning
Many financial advisors don't utilize tax planning with their clients. We not only strive for tax-efficiency with your investments, we create plans to minimize taxation over your lifetime. We'll even work with your tax professional to optimize your solution!

We Know Military
We have extensive training in military (and federal employee) benefits. Whether you are active, separated, retired, Reserves or Guard, we bring clarification to ALL of your benefits and help you transition to civilian life.
Meet Our Team
Ryan Tucker
Future Financial Assistant
Our Clients Love Us!
“I like working with Ken Tucker as my financial planner. He was my planner at a prior company and when I learned that he had left there, I found him at his new company. Ken is always prepared when we meet, takes time to answer my questions to help me to understand financial matters when making decisions, is personable, knowledgeable, and thorough. I appreciate Ken's professionalism, work ethic, and would recommend him."*
-Elaine
"Ken has been my advisor for years. He has more than earned my trust through the years. He’s bluntly honest, challenges my thoughts and has always steered me in the right direction. Can not recommend enough!"*
-Tim C.
“We’ve worked with Ken for nine years and have been thoroughly impressed with his knowledge and understanding of the variety of wealth growing opportunities available to us, given our retirement goals. Ken is extremely responsive to our questions and requests for assistance."*
- Denise M.
“I have been working with Ken, for years. Anytime I want to make a change to my financial goals, he always makes sure to give me the pros and cons, and answer any of my questions. No judgement ever, just a real professional who want you to have all the information available to you when deciding on how best to save for your future."*
-Merle R.
"We always felt he was tailoring our discussions and actions for us personally, not according to some preconceived investment firm game plan. I can’t emphasize enough how highly I recommend Ken Tucker as an investment advisor. He’s smart, educated, personable and always focused on helping his client to best achieve their individual financial goals."*
-Robert M.
"Ken Tucker has been my financial advisor since 2019. He is there every step of the way to give me advice and reassure me that my finances are in order. He routinely suggests changes and discusses ins and outs, positive and negative, the good, the bad the ugly a lot and what’s best for me. Anytime I have a question can respond within hours. I 100% trust Ken with all my finances.*
-Cheryl E.
*This statement is a testimonial by a client of the financial professional as of 02/20/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Download Our FREE 401(k) e-Book!
Do I rollover my 401(k)? Leave it where it is? Cash it out and pay off debt?
We put together this guide help you avoid some critical mistakes and potentially save you thousands in taxes and fees!