Tasik Financial Strategies

Tasik Financial Strategies partners with you to provide integrated wealth management across the entire continuum of your surgical career with the tools and planning strategies you need to help you achieve your goals while you grow your practice.

What makes Tasik Financial Strategies different from other financial advisors for surgeons?

Tasik Financial Strategies focuses on serving surgeons through a career-long continuum we call Meeting You Where You Are in Your Surgical Career℠. We provide longitudinal, surgeon-specific planning that evolves with you from residency through retirement, addressing your financial picture at each stage

How does Tasik Financial Strategies help surgeons at different career stages?

Tasik Financial Strategies and it’s lead advisor, Chris Tasik, CFP®, help you develop clear, stage-specific plans that address the pressure points at each step:

• Cash flow and student loans during training
• Budgeting
• First-contract and benefits optimization post-residency
• Advanced tax strategy
• Retirement readiness and competing financial needs in peak earning years
• Sequenced, tax-aware retirement income planning that coordinates Medicare and estate and legacy objectives.

We work to reduce friction, help you avoid costly mistakes, and pivot when needed.

Why should surgeons work with Tasik Financial Strategies?

We have worked with surgeons for more than 25 years. We understand what it means to be a surgeon and what you need in a partner to turn financial complexity into clarity. We go beyond financial planning and investing; we are your conductor, coordinating with your tax, legal, and other advisors to create the team you need outside the OR.

How is Tasik Financial Strategies compensated?

As an independent, fee-based financial advisory firm, our primary compensation comes from fully disclosed advisory fees paid directly by clients. As an SEC-investment adviser representative, we have a fiduciary duty of care and loyalty to act in your best interest. We view our relationship as a partnership where our primary objective is to help you reach your financial goals.