Tusk Financial Planning
We are a comprehensive financial planning firm located in Florida that creates financial plans to help clients achieve their short- and long-term financial goals. We help with their investments, retirement accounts, cash flow /budgeting, debts, and insurance needs, while solving the problems that most people don't even know exist for them (long-term care and estate planning).
We are a small, personable company that really takes the time to get to know our clients, and develops long-term relationships with them, while offering modern products and services to accomplish their goals. Our target market is women, active and retired military service members, families, and small businesses. We also believe that we should make the world a better place by giving back to others and our community, and we support local and global causes with a portion of our profits.