Motivated by Your Best Interests
At Tucker-Haskins and Associates, we are educators and financial planners who love making a positive difference in people’s lives. We guide you toward your goals with solutions in your best interest and advice that helps you understand your financial options along with the impact of each decision. Let us help position you for a more solid financial future today.
Community-Driven
We sponsor local sports teams, host family-themed events, and offer free financial seminars for our neighbors. We are and always will be a community firm.
An Educated Approach
We’ll pinpoint your goals to help plan for the financial lifestyle you envision with complete guidance from real, approachable advisors who simplify complex financial decisions.
Retirement Planning
Savings strategies that help you prepare to retire how you want.
Accumulation
Let’s explore plans to manage your portfolio and assets.
Risk Management
Learn about ways to avoid risks to assets, property and wealth.
Taxation
Explore strategies to help reduce tax liability with our help.
Estate Planning
Plan to make the necessary arrangements for your legacy.
Long-Term Care
Plan for effective assistance and care in your later years.
Business Planning
Develop a full financial plan for the life of your business.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
Workshops
We host regular, free workshops to provide people with relevant, helpful financial information. Rely on us to explain complex subjects in a readily understandable manner and answer questions to frequently asked questions such as:
- How soon should I start planning for retirement?
- Will I have enough money to retire?
- How will the stock market influence my retirement age or savings?
Telecommunications
Our special workshop for telecommunication employees not only addresses all of the standard questions associated with retirement, but focuses on IPRO – the personal retirement plan designed specifically for those in the telecommunication field. Join us for a free night of community and education.
Utility Employees
Calling all utility employees: we’ve got a whole evening planned for you! Join us at our free, in-person or virtual workshop. We’ll explore common questions and more at our utility employee workshop.
Authentic & Real: Meet Our Team
We are the people we serve, down to earth and real. We are always open, educational and upfront when we work with you to help you pursue your financial goals.