A complete list of active advisors currently associated with Tactical Financial Planning Inc

Warmer can help you find a great advisor at Tactical Financial Planning Inc or one who fits your needs even better.

Tactical Financial Planning Inc is a fee-only firm that provides holistic financial planning and investment advisory services to individuals, families and small businesses, offering tax planning, estate planning, risk-management, retirement planning, and small-business planning. Services are delivered through diagnostic assessments (initial financial and retirement readiness assessments), Basic Plans, and multi-quarter Tactical Financial Plans, and the firm also offers complimentary retirement-planning and market-outlook workshops for prospective clients (educational, non‑personalized). The firm generally favors a passive, long-term, buy-and-hold approach using no-load, low-cost index mutual funds, ETFs, and U.S. government securities with regular rebalancing, and it emphasizes tax-aware portfolio structuring based on clients’ tax situations and goals. Advice is implemented on a non-discretionary basis unless a client grants limited discretionary trading authority, and TFP does not take custody of client assets; clients or custodians execute recommendations. Notable differences from many peers include the firm’s reliance on fixed fees and retainers rather than charging a percentage-of-assets-under-management, and its inclusion of tax preparation and educational seminar offerings alongside planning services. The firm also documents serving business clients and Schedule C/self-employed situations and reports that its principal maintains substantial external employment (approximately 160 hours per month), and as of March 27, 2025 it reported managing no client assets.

To learn more about the advisors currently working at Tactical Financial Planning Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Tasha Shaheen	Malabar, FL	1

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