GenX
If you don't know if you're saving enough for retirement, or how your family would survive without you, reach out to a financial advisor!
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Kenneth R. Tucker
CERTIFIED FINANCIAL PLANNER™
CFP®, ChFC®
Tusk Financial Planning2032 N Cranbrook Ave, Saint Augustine, FL 32092-3012
Broker Affiliation: LPL Financial
Languages: English
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Government & Military
Don't rely solely on government benefits...most of them disappear or reduce drastically later. Make your own investment/insurance plan!
Retirees or Seniors
Major Milestones I Specialize In
Career Changes or Job Loss
End of Life and Legacy Planning
Retirement Planning
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
I take the time to meet personally with my clients, 1-on-1, to get to know them and understand what their financial goals are, not why my goals are for them. Clients can reach me via phone/text/email any time; they don't have to go through a secretary or personal assistant for help. Clients have the ability to meet in person or via video calls, as I try to make it easy for people to meet with their trusted advisor. We also have the ability to onboard clients electronically, securely, from anywhere in the world.
Disclosures
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.