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Tasik Financial Strategies

We are an independent financial planning and investment management firm that serves our clients as a fiduciary and a trusted advisor. We build deep relationships with each of our clients so needs are both understood and met. Fees are fully disclosed fee thus aligning our interests with yours.

We work with to your serve changing financial needs over your lifetime and into future generations. We are not an island, we coordinate with experts in tax and accounting, trust and estate law, insurance, payroll and other disciplines to provide comprehensive and integrated services.

Christopher Tasik is a CERTIFIED FINANCIAL PLANNER™ professional.

Registered Representative of and securities offered through Securities Management & Research, Inc. (SM&R) Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. Tasik Financial Strategies, SM&R, and BFC Planning, Inc. are independent entities.

Tasik Financial Strategies

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