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Financial Planning Services

At Tusk Financial Planning, we really know our stuff!  Whether you're just starting out with your first investment account, or trying to navigate the complexities of tax and retirement income planning, we're here for you!

We make financial planning easy to understand, without using a bunch of confusing industry jargon.  Each client (and advisor!) then leaves our meetings with actionable steps to improve your finances

The plans that we create with you will help resolve concerns you have regarding your finances, and may even uncover issues you didn't even know existed!

Below is a list of topics that your financial plan may address:

Cash Management

Cash Management


Debt Reduction

Debt Consolidation

Emergency Savings

CDs / Money Market

Student Loan Planning

Retirement Planning

Retirement Planning

401(k) & 403(b) Planning

Thrift Savings Plan (TSP)

Employer Plans

Profit Sharing Plans


Social Security

Risk Management

Risk Management

Disability Insurance

Life Insurance


Long-Term-Care Insurance



Roth & Traditional IRAs

529 Education Accounts

Brokerage Accounts

SEP / Simple IRA


Variable Annuities


Tax Planning

Tax Planning

Roth IRA conversions

Tax Diversification

1031 / 1035 Exchanges

Tax Loss Harvesting

Backdoor Roth conversions

Estate Planning

Estate Planning


Property Transfers

Trust Planning

Basis Step-Up

Client Centered

Additionally, we specialize in helping clients with the following needs:

Small Business Planning

Special Needs Planning

Divorce Planning

LGBTQ Planning

Client Centered

Our Technology Solutions

Tusk Financial Planning utilizes cutting-edge technology to make communicating with your financial advisor and planning your future easier than ever! 

-Online appointment scheduling

-Access to your personalized financial plan at any time, on any device, via mobile app

-Encrypted online document retention and your important financial documents in one spot!

-ALL of your online accounts in your client portal, updated in real-time

-Client information secured via 256-bit bank-level encryption and multi-factor authentication (MFA)

Our Fees

At Tusk Financial Planning, we vow to always be transparent with the fees for our services.  Our fees can be broken down into two distinct categories, based on how you utilize our services:

  1. Financial Planning
  2. Wealth & Investment Management

We will always be firm believers in creating financial plans for our clients, and we do not have to manage your investments if you prefer to do that yourself. 

However, we will not manage your investments without building a financial plan.  We do not believe we can be effective managing investments without knowing what goal they serve (retirement, home down payment, college education, etc.), how long they will be invested, how much risk they should be exposed to, and what tax structure they should adhere to (income tax vs. capital gains).

That being said, here is a breakdown of our fee structure:

Financial Planning Only:

Wealth Management (includes Financial Planning):

Client Centered

Wealth management fees are prorated and based on Assets Under Management (AUM), which are personally managed by us or by a third party. 

The benefits of wealth management include consistent reallocation and proper diversification of your accounts to meet your goals and risk tolerance.  These accounts typically have higher expenses than a non-managed account.

However, multiple accounts within a client family are linked together for reduced fees.  Please give us a call with any questions regarding wealth management fees!

“There are risks and costs to a program of action. But they are far less than the long-range risks and costs of comfortable inaction.”

-John F. Kennedy

Download The SECURE Act: What Does it Mean for You? Ebook!

The SECURE Act changed how investment vehicles are handled. We’re here to help with our latest ebook. Learn the ins and outs of the SECURE Act so you can explore what this means for your estate strategy.