"Has there ever been a bad time for safe money?"

Disability, Long Term Care & Chronic Illness

Disability, Long Term Care & Chronic Illness

Disability, Long Term Care & Chronic Illness

Business & Personal
Low cost and free Income protection
Quality of life products & planning
Tusk Life- Guarantee income that funds your lifestyle. Protect what you spend from the unknown.
Annual product & document review

Free & low cost LTC / Disabilty

Life Insurance

Disability, Long Term Care & Chronic Illness

Disability, Long Term Care & Chronic Illness

Tax free, leverage, yield & liquidity.
Individual & Group with no underwriting!
Our Term insurance has living benefits!
Policy audits - the end of premiums
Buy-Sell-Refinance-Finance

Pay less get more Insurance quotes

Income Replacement Retirement

Disability, Long Term Care & Chronic Illness

Stock Market & Real Estate

Pension, guaranteed lifetime income, safe yield, principle protection, liquidity.
Market performance, no downside risk.
No fee
Critical and chronic Illness annuities with zero underwriting
Creditor Protected
High payout, tax efficient, zero fee, market performance with no downside risk
We refinance old annuities for the new type that have no fee and free LTC

Guarantee Income / Refinance

Stock Market & Real Estate

Stock Market & Real Estate

Stock Market & Real Estate

Stock market investments, analysis with fiduciary responsibility. Active management held accountable to benchmarks.
Our clients minimize the downturns to recover faster, and with less volatility.
Complimentary fee and theory analysis.
Real estate brokerage, analysis, management & consulting experts.

Business Protection

Stock Market & Real Estate

TUSK Client Service & Concierge

Protect overhead from income interruption.
Retain employees and attract new talent through: 401k, health, life, disability, dental, vision and retirement.
Reward the personnel that helped the business evolve,and be prepared when a key person leaves through liquidity.
Golden Handcuff / Retention

Business Plan and Protect

TUSK Client Service & Concierge

Stock Market & Real Estate

TUSK Client Service & Concierge

Our process is built to inform and address all areas of known risk, personal and business, tailored to each client, to effect what we call
Process driven, life stage & lifestyle focused safe money management. Improve the quality of the clients life, avoid a mess, save money, ensure legacy.
Tusk is proactive management
Client service cost - NOTHING ;)

TUSK LIFE STARTS HERE