TAK Advisory LLC

Tak provides independent, fee­-only financial planning and investment management services to individuals, trusts, estates and private foundations. Tak is committed to operating at the highest level of integrity, accessibility and knowledge. Working with Tak, clients receive objective and impartial financial advice that truly serves their best interests and helps them enjoy financial security, freedom and peace of mind. Tak, a licensed Registered Investment Advisor, a CERTIFIED FINANCIAL PLANNER™ and a Certified Public Accountant, has more than twenty years of experience working in the global financial services industry. Tak conducts public seminars on investment, estate and financial planning and serves on the University of Southern Maine’s Board of Visitors and a volunteer instructor at the Osher Lifelong Learning Institute (OSHER). Tak lives in Cape Elizabeth, Maine with her husband, Fred Thomas and a daughter, Nina Thomas. Tak enjoys healthy living and music.