Comprehensive Financial Services
Our firm provides comprehensive financial services that are tailored for our clients’ unique personalities, needs and situations. We will work hand in hand with you to assess your goals, understand your priorities and develop a long-standing relationship built on trust.
Our goal is to partner with you to provide continuous counsel and help you pursue the life you and your family deserve.
Develop and monitor a comprehensive financial plan covering the following wealth management issues
Financial
- Wealth Management
- Cash Flow & Debt Management
- Family Risk Management
- Distribution & Retirement Planning
- Education Planning
- Legacy Planning
- Business Planning
- Special Situations Planning
Tax
- Individual Tax Planning
- Estate & Gift Tax Planning
Insurance
- Life
- Long-term care
- Private Placement Life Insurance
- Disability income
- Annuities
- Private Placement Variable Annuities
Sources of Financing
- Line of Credit
Forms of Investments
- Separately Managed Account
- Certificates of Deposit
- Stock, Bonds, Mutual Funds
- Unit Investment Trusts
- Exchange Traded Funds
- Qualified Opportunity Fund
- Annuities (Variable, Fixed, Fixed Index)
- Real Estate Investment Trust, REIT (Traded, Non-traded)
- Business Development Corp, BDC (Traded, Non-traded)
- GP or LP interest in oil & gas programs
- Delaware Statutory Trusts for 1031 Tax-Deferred Exchanges
Account Classifications
- Individual
- Joint Tenants with Rights of Survivorship
- Joint Tenants in Common• Custodian/Minor
- Guardian/Conservatorship
- College Savings Plans (Coverdell ESA, UGMA/UTMA, 529 prepaid tuition plan, 529 education savings)
- Estate
- Trust
- Non-Profit
- Qualified Retirement Plans (Profit Sharing, 401(k), Money Purchase, etc.)
- IRA’s (Traditional, SEP, Inherited, SIMPLE, Roth)
- Sole Proprietorship
- C-Corporate
- S-Corporate
- Partnership
- Limited Liability Partnership
- Limited Liability Company
- Foundations (Private & Public)
*Tactical Wealth Management is not a CPA firm
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
donald@tactical-wealth.com | 432-570-4344
janell@tactical-wealth.com | 325-450-0165