Tusk Financial Planning
Tusk Financial Planning is a full-service, client-focused comprehensive financial planning firm located in Saint Augustine, FL, and owned / operated by Kenneth Tucker, CFP®, ChFC®, who has been a fiduciary, full-time financial advisor for the past 10 years. We offer a full range of investment and insurance services through LPL Financial, and we conduct meetings virtually and in-person, so you don't have to live in Jacksonville to be a client!
As believers that everyone can benefit from comprehensive financial advice, we don't usually turn clients away that need guidance. However, we have specialized skills and training that enable us to best assist military clients, women and families, and retirees / pre-retirees. Our clients tend to be middle- to upper-class; we have no desire to make the ultra-wealthy even wealthier.
What makes Tusk Financial Planning unique is that we believe education is key to understanding how to best accomplish your financial goals, so our advising style breaks down difficult terminology into easy-to-understand language and concepts. Once you feel more comfortable with your knowledge of the financial world, we will guide you to the best course of action for your future.
No one strategy fits everyone, which is why every client gets our undivided attention AND a personalized financial plan. Your financial situation and goals are not the same as your neighbors'.