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WHAT YOU GET WITH US

TFP isn't a big box store; we don't have something for everyone. Our investment philosophy is that decisions should be driven entirely with evidence, research, and humility — not emotions nor speculation. 

TFP has a three-pillared value proposition: investments, financial planning, and tax-strategy.

We don't think of ourselves as a wealth management firm. We think of ourselves as a wealth creation firm, whether that wealth comes in the form of money, time, or peace of mind. 

TFP is a fee-only RIA. We do not take commissions and are not paid by anyone to put you into any specific funds or strategies.
 

The focus is on you. The fiduciary duty is to you. 

Business meeting

GET A FREE CONSULTATION

Let's get together so we can learn about you, your concerns, and your goals. If we're a good fit we can then set up an Initial Financial Assessment or a Retirement Readiness Assesment. 

2045 Corey Road,

Malabar, FL 32950

(321) 478-6057

Mail: tash@tfplanning.com

Tactical Financial Planning Inc [“TFP”] is a registered investment advisor with the State of Florida. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.

 

Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site. The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, TFP disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.

TFP does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall TFP be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if TFP or a TFP authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

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