a fiduciary is a person or organization that owes to another the duties of good faith and trust. The highest legal duty of one party to another, it also involves being bound ethically to act in the other’s best interests.
It’s time to make a choice. Plan for your future.
It’s as simple as making a phone call, and sitting down with a Registered Investment Advisor. We offer a plethora of financial services – including hedge funds, fixed income funds, mutual funds, estate planning, and insurance advice.
Why Should I Trust RIA?
Registered Investment Advisors are not here to sell, but to guide.
Registered Investment Advisors are not tied to any specific family of funds or investment products.
Registered Investment Advisors are here to serve your interests – no one else’s.
Tactical Investment Advisors
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Tax strategies for highly appreciated assets such as real estate and businesses
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- How much income do I need to retire?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Contact us today to learn more about how our team can add value to your financial life. […]
If you knew you had guaranteed income for life as part of your overall retirement plan
What would you do?
A Legal Fiduciary Responsibility
As a Registered Investment Advisor, I have a legal, fiduciary responsibility to always work in your (my client’s) best interest. I offer a complete range of investment services, from managing money in the market to safe money products. What every client needs is different, and I’m here to help you plan for your future and your children’s future. I act in your best interest every time, all of the time.
We’d love to hear from you!
Ask us any questions you may have, and we’ll be sure to help answer them.
Phone (980) 233-9770
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Financial Web Service to provide information on a topic that may be of interest. Financial Web Service Suite is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Investment Advisory Services provided by Tactical Investment Advisors, LLC, a North Carolina Registered Investment Advisor.
Tactical Investment Advisors, LLC is also a Commodity Trading Advisor that recommends investment programs and money managers including other CTA’s and Commodity Pool Operators (CPO). There are substantial risks and conflicts of interests associated with managed futures and commodities accounts, and you should only invest risk capital. The success of an investment is dependent upon the ability of a commodity trading advisor (CTA) to identify profitable investment opportunities and successfully trade. The identification of attractive trading opportunities is difficult, requires skill, and involves a significant degree of uncertainty. CTA’s have total trading authority, and the use of a single CTA could mean a lack of diversification and higher risk. The high degree of leverage often obtainable in commodity trading can work against you as well as for you, and can lead to large losses as well as gains. Past performance is not indicative of future results.