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Comprehensive Financial Planning

Tusk Financial Planning

Personalized Financial Plans


For Our Nation's Active & Retired MilitaryRetirees and Pre-Retirees, & Women and Families


Learn more
Comprehensive Financial Planning

Tusk Financial Planning

Personalized Financial Plans


For Our Nation's Active & Retired MilitaryRetirees and Pre-Retirees, & Women and Families


Learn more
Comprehensive Financial Planning

Tusk Financial Planning

Personalized Financial Plans


For Our Nation's Active & Retired MilitaryRetirees and Pre-Retirees, & Women and Families


Learn more

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!

We Know Military Benefits

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. 

Get Ahead Now!

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?

Advice For Life's Milestones

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?

Get Tough Questions Answered

We Provide Strategies to These Questions...and More!

What do I do with my old 401(k) / 403(b) / TSP account?

What kind of life insurance do I have, and is it enough?

Do I have enough money to retire when I want to?

Do I need a trust to protect my heirs  / wealth?

How do I lower my debt without hurting my credit score?

Should I be paying extra on my student loans / mortgage?

Should I take my Social Security at age 62?

Ready to get answers to your questions?

Find Out How!

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

Ryan Tucker

Future Financial Advisor | YouTube Specialist

Our Clients Love Us!

*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! 

Schedule Your No-Obligation Meeting!

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