TACTICAL FINANCIAL PLANNING INC

Overview

Tactical Financial Planning Inc is a small, corporate-structured advisory firm owned by an individual that focuses on fee-for-service planning and portfolio management for individuals and small businesses. The firm lists core activities as financial planning, portfolio management, pension consulting services and educational seminars or workshops. It operates on a fixed-fee basis rather than asset-based or performance fees, and it does not identify as an active ESG investor or a multi-state adviser. The firm’s filing classifies it as unclassified and indicates it is not a capital allocator. That profile, combined with the very low asset base, points to a practice oriented toward hands-on planning and advisory work rather than large-scale discretionary asset gathering or broad institutional mandates.

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Location & Offices