Tasik Financial Strategies

Tasik Financial Strategies We are an independent firm, free from proprietary products. Chris Task is a CERTIFIED FINANCIAL PLANNER™ professional. Mr. Prior, Mr.

We strive to build deep client relationships focused on helping you achieve your planning and investment goals. Tasik is the founder of Tasik Financial Strategies, a CERTIFIED FINANCIAL PLANNER™ professional, Series 62 (Corporate Securities Representative), Series 63 (Uniform Securities Agent State Law) and Series 65 (Uniform Investment Adviser Law) registered. He is also a licensed life, disabili

ty, and long term-care insurance broker. He serves on a part-time basis, as the Executive Director of the Connecticut Chapter of the American College of Surgeons Professional Association and the Connecticut Surgical Quality Collaborative. Tasik was graduated Phi Alpha Kappa from the Stern School of Business at New York University with a Bachelors of Science degree in Finance and International Business. He is a member of the Kiwanis Club of Nashville, President of the Kiwanis of Nashville Foundation, an affiliate member of the American College of Surgeons and a member of the Financial Services Institute. Tasik served served as the Chairman of the Board of Directors of the Smith House Nursing and Rehabilitation Center in Stamford, CT, Vice Chairman of the City of Stamford Economic Development Commission, Treasurer and President of the Kiwanis Club of Stamford, a Board Member of the Stamford Kiwanis Trust Fund, and the Stepping Stones Museum for Children in Norwalk, CT. He was the Greater Stamford Chairman of the Fairfield County American Diabetes Association Step Out Walk to Stop Diabetes in 2012 and 2013, member of the Executive Council of the Stamford Public Education Foundation, and served on the Development Council of his alma mater, Msgr. McClancy Memorial High School. Tasik enjoys spending time with his family, cooking, reading, exploring new bourbons, playing with technology, attempting to shoot clay targets, home improvement projects, and exploring the world through his children's eyes. He resides in Brentwood, TN with his wife and two children, his daughter attends Williamson County Public Schools and his son attends Rose-Hulman Institute of Technology.

05/27/2026

If you died, what would happen to your email archives, social profiles, and online accounts?

Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They wil...
05/25/2026

Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They will always be remembered. Wishing you and your loved ones a peaceful Memorial Day holiday.

How familiar are you with the Federal Reserve? Here is a quick history.
05/15/2026

How familiar are you with the Federal Reserve? Here is a quick history.

Here is a quick history of the Federal Reserve and an overview of what it does.

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
05/13/2026

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.

For women, retirement strategy is a long race. It’s helpful to know the route.

Mom (n.): A person who spent nine months building you from scratch, and has been troubleshooting the software ever since...
05/10/2026

Mom (n.): A person who spent nine months building you from scratch, and has been troubleshooting the software ever since.

Great wine and great wealth have something in common—they both reward patience. 🍷Behind every perfect vintage is time, c...
05/02/2026

Great wine and great wealth have something in common—they both reward patience. 🍷

Behind every perfect vintage is time, care, and consistency. The same goes for your financial strategy. The goal isn't quick wins or a perfect growing season, but something that matures over time.

Let's raise a glass to long summer nights with friends, trusted bottles full of years of promise, and a life worth savoring.

Salut! 🥂

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Lea...
05/01/2026

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

Learn about the importance of having an estate strategy in this helpful and informative video.

At its core, investing involves supporting an entity today with the goal of receiving a greater return in the future. ✅ ...
04/30/2026

At its core, investing involves supporting an entity today with the goal of receiving a greater return in the future.

✅ While this concept may seem straightforward, it also involves striking a balance between risk and reward.

⚖️ When you work with a financial professional, you bring their training into the matter. We can help you understand where to direct your money and work within your goals, risk tolerance, and time horizon. 🎯💡

Not every workout needs to be intense to be effective.Music around 130 BPM supports light-to-moderate movement, walking,...
04/27/2026

Not every workout needs to be intense to be effective.

Music around 130 BPM supports light-to-moderate movement, walking, cycling, or steady cardio, helping improve circulation, endurance, and heart health without overstressing the body.

Consistency matters more than intensity.
And the right playlist helps you keep showing up.

Playlist · LIMITLESSwithLina · 74 items · 1.1K saves

Budgeting is a tool for keeping your spending in check while helping your expenses align with your income. ✅ Yet not eve...
04/27/2026

Budgeting is a tool for keeping your spending in check while helping your expenses align with your income.

✅ Yet not everyone sticks to a household budget.

🤔 Why is this? Perhaps it’s a gap in financial education during our school years, which can contribute to less-than-ideal money habits later in life. 📚💡

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Franklin, TN
37067

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