TUSK member services, custom tailored client specific topics that bring awareness and education, at your pace.
TUSK provides financial products, management, and equally as important, conversations that lead to assuring quality of life.
Has your individual and business planning kept up with you? Are you paying the least to get the most? How do you manage and coordinate your risk management plan?
TUSK quarterbacks financial risk to a team of individual technical experts, and constantly evaluates your products, documents and goals. Comprehensive financial risk management, efficiently.
TUSK Goal? Everyone on the same page.
Reduce Risk, Avoid a mess, improve the quality of life, and tailor your financial needs to your life stage. Maximize your budget to fit your lifestyle.
"Avoid a mess"
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AKA "The money tree" The ultimate retirement asset. Plant some today. (Or simply reallocate some risk today, to protect tomorrow.)
Lifetime income. Pension, CD, Safe Yield, Guaranteed assets, annuity, life insurance, retirement. Guaranteed.
Protect your ability to earn a living.
Tusk Life Guarantees your lifestyle income, and creates safe yield for assets to use tomorrow.
Risk is a choice. Know where you stand.
Life Insurance, Annuities, FDIC, Pension, audit and review, CD alternatives, Safe money options, Tax mitigation, Tax Free, and Tax optimization strategies and products.
Guarantee your principle, with free and low cost chronic illness planning, Safe Yield and liquidity.
With no fee.
"There has never been a bad time for Guaranteed and safe money positions... "
"Limit your financial risk"
Quality of life. Preserve it.
Free and low cost long term care , critical and chronic illness benefits.
Long term care is the financial "black hole" of retirement.
We believe in low cost and free long term care strategy. Some plans are products, others are documents. TUSK clients have both.
We ask questions such as "how will you pay ?" and "where would you go?", "who will administer care?"
Tusk- Proactive planning, not reactive.
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"Ensure your quality of life"
Our asset management is client risk based, through active management. Our clients know what benchmark to hold the fund managers accountable for. Get the gains, minimize the down turns and recover faster. Free portfolio analysis, including hidden fees, portfolio theory , and soundness of the allocations.
You deserve it.
TUSK loves tangible assets.
Real estate investment, development, and consulting.
Commercial and residential consulting and brokerage available.
Successful investments grow. Over time, these investments may not fit an individual or corporate life stage. Learn when to re position, and to take some money off the table.
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TUSK Group Benefits and Compliance
Payroll, Group Health Insurance, Group Disability, Compliance and HR consulting. Your business is an extension of you, and you are an extension of your business.
TUSK coordinates, and integrates all financial risk management in our clients life.
Spend less, get more. Employee retention, save on taxes. Cyber risk, market risk, reputation risk, all considered.
Clients with businesses just entering the market or established, we believe the legacy and continuation planning is just as important.
Partnership documents, business interruption, key man insurance, golden handcuffs (keep employees, and be prepared financially to replace key personnel at the same time) planning and strategy.
401k - when the last time you popped open the hood and analysed the fees? The offerings?
TUSK offers 401k review and analysis, know what your offering and keep up with competitors, offer better benefits while costing you less.
TUSK Advocates tax free legacy.
Life Insurance and market based tax free transfer of estate. We know how to pay the least to get the most.
Life insurance - when was the last time it was reviewed? Premiums DO NOT need to be paid for a lifetime, are you still paying?
Life Insurance is a manged asset, tax free, transfer, leverage, Guaranteed.
Life Insurance provides accessible yield.
Life insurance does NOT have to have yearly premiums.
Life Insurance exit strategy, for when life insurance policies are no longer needed or you no longer want to pay for it. Take the cash, Sell the policy, or transfer it as part of your legacy.
Don't surrender it, Sell it! A secrete of the Wealthy and Wise. Ask us if your a candidate today.
Are you paying too much in premium or taxes?
Individual and Group Insurance coordination.
Insurance coordinated. Comprehensive financial risk management does not end at the of the trading day.
TUSK is here to make sure your always in the right amount and the right combination of managed risk based assets. Interfaced through an easy, time sensitive client service model.
Last time you wrapped your head around all the components simultaneously to find the efficiencies, savings, and tailored it all to the moment, when all the insurances and people were in communication, was it written down in one place to understand it all?
Has anything changed? We ask, always.
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When you introduced me to the TUSK client service platform, well to say the least and get to my point, was the best unexpected surprise of my retirement. No one else has taken the time, had the expertise, to do what TUSK does. No one really cared about the $2,000 I had in an annuity. Neither did I, until during our client service meeting, when you reviewed ALL my policies. Not just the big ones.
There I thought thought the annuity * was worth less then $2,000. No other "Advisor" I have encountered even looked at it when they heard the balance.
I am writing to let you know, to date, I have collected over $22,000 from the annuity. Your TUSK method identified this benefit.
Thank you for how you do business. I may not be your wealthiest client, but you have made me feel like a million bucks ever since we met!
I love the client service platform, after I lost my husband, you brought piece of mind to my retirement.
I wish you had the chance to meet my husband. He would have enjoyed how you conduct business. I knew nothing about the stock market. As I understood more of my own situation, you never rushed me for large business. Now, I cant wait to finish moving the assets, as I understand now my goal of quality life and legacy, will be effected. See you soon!
Marion - Client
There has never been a bad time for safe money management
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