Tasha Shaheen is a registered investment advisor at Tactical Financial Planning INC, based in Malabar, FL. Tasha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
Tactical Financial Planning Inc. offers two types of ongoing planning services:
- Basic Plan: Fees range from $350 to $1,025 per quarter, depending on net worth, investment portfolio, and household income. This plan focuses on areas like goal setting, tax planning, and investment review.
- Tactical Financial Plan: Fees range from $1,100 to $5,200 per quarter, depending on net worth, investment portfolio, and household income. This plan provides holistic financial planning, including tax preparation, retirement planning, and estate plan reviews.
- Initial Financial Assessment: $850 for a two-hour review of your overall financial situation.
- Retirement Readiness Assessment: $850 for a two-hour review of your ability to retire.
Location
2045 Corey Road, Malabar, FL, 32950
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Tactical Financial Planning INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.