Broker Check

Who We Serve:  Our Clients

Military Service Members

Military Service Members

Tusk Financial Planning is built on a lot of the same principles demonstrated by our nation's honorable military members: trust, loyalty, respect, and integrity, to name a few.

That's just part of the reason why we love our military, whose members and families make commitments and sacrifices for our freedom and protection that most would not.

Therefore, it is with gratitude and respect that we commit to always serve our military clients, from commissioning to retirement / civilian transition and beyond.

Thank you for your service!

Client Centered


For too long, women have been neglected and overlooked  by advisors with an "old school" mentality that ignores women's thoughts, strengths, and needs.

 At Tusk Financial Planning, we embrace our female clients and the unique challenges faced by women, who, on average, live longer than men by 6 years, have lower lifetime earnings, spend less time in the workforce due to raising children, and have more expensive long-term care needs than men.

We understand these complex challenges that women face.  We are here to help you get ahead, accomplish your goals, and achieve financial independence and security!



Who has time to plan their future when the "now" takes up so much time?  With homework, sports, work, chores, vacations, etc. taking up your whole day, how do you find time to prepare for college or retirement?

At Tusk Financial Planning, we understand what it means to be incredibly busy with life!  We offer virtual meetings that save you time without sacrificing the personal touch you crave.

We understand families, and we're here to help you plan the future you deserve!

Retirees and Pre-Retirees

Retirees and Pre-Retirees

You've worked most of your life, and now you're ready to retire, or you're already there.  Your situation is more complicated than ever before.  You have questions:

How do I turn my investments into monthly income?  How do I transition my employer benefits?  When should I take Social Security while ensuring that my spouse has enough to live on if the unthinkable happens?

These complicated questions deserve personalized solutions, not steak-dinner answers.  At Tusk Financial Planning, we understand the unique needs of retirees and pre-retirees.

Entrust your future and legacy to a CFP® professional.

We Have Helped Over 400 Families With Their Financial Goals!

Financial Planning Fees for Active Duty Military

No Financial Planning Fees

for Active Duty Military

Our History

No Minimum Investment

Requirement To Work With Us

Women and Investing

Women face unique challenges when it comes to achieving financial freedom and solvency. This whitepaper explores the investing pitfalls women—and all investors—should avoid when taking control of their financial futures.

Have a Question?

Thank you!