Tactical Financial Planning Inc

Overview

Tactical Financial Planning Inc. is a small, individually owned corporate advisory practice that bills itself primarily as a fee-for-service planner. The firm’s stated activities include financial planning, portfolio management for individuals and small businesses, pension consulting services, and delivery of educational seminars and workshops. Its ADV indicates the firm is not an active ESG investor, does not operate as a multi-state adviser, and is not positioned as a capital allocator. The firm uses a fixed-fee billing model rather than asset-based or performance fees.

Assets & Accounts

Investments & Alternatives

Location & Offices