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Tactical Investment Advisors
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403B / 457 Not for Profit Set Up

Annuities

Asset Protection

Charitable Giving

Estate Planning

Fixed Indexed Annuities

IRA & 401(K) Assets and Planning

IRA, 401(K), and 403(B) Rollovers

Lifetime Income Planning

Retirement Income Planningnd 403(B) Rollovers

Safe Money Options

Social Security

Tax Advisory

Veterans Benefits

Wills, Trusts, Estates

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To request your appointment you can fill in the contact form or call us. (980) 233-9770

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Financial Services

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WEEKLY NEWSLETTER

  • Four Reasons to Own an Annuity 13 Apr 2018
  • Fixed Indexed Annuities FAQ 4 Apr 2018
  • Olympic Athletes Can Teach Us Valuable Lessons About Retirement 29 Mar 2018

IRA BLOG

  • How Much Can a Stretch IRA Be Worth? 18 Apr 2018
  • Non-Deductible Contributions, Form 8606, and Conversions: Today’s Q&A Mailbag 12 Apr 2018
  • Tracking Roth Contributions for Those Under Age 59½ 11 Apr 2018

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Call (980) 233-9770

REAL BENEFITS OF INDEXED ANNUITIES

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Tactical Investment Advisors

Address:
19825-B North Cove Rd 149
Cornelius, NC 28031

Office: (980) 233-9770
Fax: (704) 823-6389

Jason@TacticalInvestmentAdvisors.com

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Tactical Investment Advisors was created on the principles of helping people like you receive advice you can trust and products that lead you to your financial goals.

At Tactical Investment Advisors  we believe that relationships can only thrive when values match. Sometimes financial strategies that you’ve used in the past may not be the best strategies going forward.

At Tactical Investment Advisors  we do what’s right, not what’s popular.

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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.

Copyright 2017 Financial Web Service.

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.

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