Tasik Financial Strategies

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Franklin, TN
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.

02/18/2026

As tax season gets underway, the U.S. Postal Service has updated how postmarks are applied — and that change could matter for time-sensitive mail including paper tax returns...

Under the revised process, some mail pieces may receive a postmark based on when they’re processed by USPS, rather than the date they’re dropped off or collected. For documents where the postmark date determines whether something was submitted on time, this distinction can be important.

That includes items such as:
➡️ Tax returns and supporting documents
➡️ Estimated tax payments
➡️ Requests for extensions
➡️ Other official forms or correspondence tied to filing deadlines

With this change in mind, allow extra mailing time. You may want to confirm which electronic or in-person submission options will help reduce last-minute issues during a busy filing season.

Source:

Dates on mail now reflect when it’s processed, not when it’s dropped off

02/16/2026

Take 2 minutes to hear AssetMark CIO Christian Chan explain why markets remain steady despite noisy headlines and the 2026 investor playbook: stay invested, diversified, and disciplined.

Vidyard video

01/08/2026

Take 2 minutes to hear AssetMark CIO Christian Chan's 2026 outlook on the market, trending drivers, and the economy.

As we enter tax season, is your advisor coordinating with your CPA and estate attorney? We find the team approach is best to help you achieve your goals.

Vidyard video

01/01/2026

12/25/2025

Wishing you and yours a Very Merry Christmas!

12/17/2025

National Ugly Christmas Sweater Day is THIS Friday, Dec 19th! 🎄🧶

It is all about having fun and not taking yourself too seriously. On this day, we honor the quirky, weird, and yes, ugly side of the holidays.

🛍️ Whether you find a vintage gem at a thrift store or create your own, the day is about celebrating with friends and family. So go ahead and put on your loudest holiday knitwear; it's your time to shine!

👇 Share your favorite ugly sweater below!

11/24/2025

This Thanksgiving, let's take a moment to count our blessings and reflect on all the things that warm our hearts. 🧡

Whether it's family, friends, health, or those simple everyday joys, we all have something for which to be thankful.

What are you most grateful for this year?

Share your thoughts and, if you like, a picture that represents your gratitude in the comments below. Let's create a tapestry of thankfulness together! 📸🙏

I'll start with a photo from last Thanksgiving in Franklin TN celebrating my mother's BD!

11/05/2025

Take 2 minutes to hear AssetMark CIO Christian Chan share how diversification, staying invested, and a long-term view can help you stay balanced in uncertain markets.

Have questions about your portfolio, investment strategy, or year-end tax strategy questions? Reach out, I am happy to help.

https://share.vidyard.com/watch/Vd6fkyoh65hNFvF3WW4iKEvyemail=mhauge%40lifepointefp.com

10/31/2025

🎃👻 “Spooktacular” Vibes Only! 👻🎃

It's that time of year again when the ghosts come out to play and the pumpkins light up the night! Whether dressing up as your favorite character, carving the creepiest jack-o'-lantern, or indulging in some sweet treats, have a “fang-tastic” time this Halloween! 🕸️🕷️

Share your spookiest moments with us and tag your fellow ghouls! Let's make this Halloween a hauntingly good time! 🧛‍♂️🧙‍♀️

Stay safe and keep the scares friendly! BOO! 🎃💀✨

10/17/2025

🗓️Medicare Open Enrollment 🗓️

Whether it’s for yourself, a parent, or someone you care about, Medicare Open Enrollment is the window to review coverage and explore options for the upcoming year.

💡Remember, you can change your Medicare elections every year. If your needs have changed, it's worth reviewing to see if another option would be better. If you’re unsure where to start, now’s the time to ask questions and get the facts.

🗓️ Deadline: December 7 🗓️

🔍 Mark your calendar and double-check your current coverage before time runs out.

10/09/2025

Lots of changes in store. Need help reviewing your tax and investment strategies, reach out. If you don’t have one, please reach out. We’ve got 10 weeks until year end! P**p

IR-2025-103, Oct. 9, 2025 — The Internal Revenue Service today announced the tax year 2026 annual inflation adjustments for more than 60 tax provisions, including the tax rate schedules and other tax changes. Revenue Procedure 2025-32 provides details about these annual adjustments.

10/02/2025

A government shutdown can sound alarming, but here’s what it really means:

Federal offices may close or reduce hours, and “non-essential” services pause. Some federal workers may face furloughs or delayed pay, while places such as national parks and museums may shut their doors.

At the same time, many essential services continue, including Social Security and mail delivery.

Here’s a quick breakdown:
Federal offices close or reduce hours
“Non-essential” services paused
Some federal workers are furloughed or paid late
National parks and museums closed
Services like Social Security and mail continue

It’s a moment that can cause disruption, but it doesn’t mean everything stops. We'll be keeping an eye on these developments as they unfold.

Address

Franklin, TN
37067

Website

https://www.tasikfinancial.com/

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