Tactical Planning Group

Putting our clients first. Period.

Write your personal retirement story

Access Rewriting Retirement to explore strategies and tactics for growing a nest egg, planning for longevity, and maximizing Social Security benefits. Rewriting Retirement also contains a checklist of actions for various stages in your destination as you transition to retirement and beyond. Contact us to help you prepare for your next chapter.

Have you reviewed your life insurance strategy recently?

Life insurance probably isn’t something you think about every day. As your life moves through new stages, your protection strategies need to keep pace. Marriage, the birth of children or grandchildren, the loss of a loved one, or a change in financial responsibility may impact the life insurance strategies you use to safeguard your loved ones. Contact us today for a complementary consultation.

The Financial Impact of Dementia

A diagnosis of dementia in you or a loved one can have a devastating impact on you—physically, emotionally and financially. View the video below to hear from children’s author Nancy Carlson on her family’s experiences and download The Financial Impact of Dementia today.

European economy: Course correction?

Is the European economic cycle fizzling out, or will it reassert itself? We look at what has caused Europe to veer off track and make the case that the economy will regain its long-term growth trajectory. Read the full economic outlook in the latest edition of Global Insight.