Tactical Financial Planning Inc. (TFP) is a financial planning firm that offers services such as tax planning, estate planning, risk management, retirement planning, and business development. TFP provides initial financial assessments and retirement readiness assessments. After completing either assessment, clients can purchase tactical financial plans or basic plans. TFP may provide asset management services on a discretionary or non-discretionary basis.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
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.
Annual Retainer:$1,400 - $20,800/year
One-Time Plan:$850
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