An individual who assists you in developing and implementing a financial plan and investment strategy.

There are many reasons to use the services of a financial planner. Some of the most important include: Experience and Skill – you can rely on the financial knowledge of a financial planner to manage your investments rather than risk your financial future by relying only on your own investment knowledge. Proven Track Record – although past history is no guarantee of future performance, using the services of a financial planner who has an established and proven investment program adds confidence to your financial and investment plan going forward. Coordination of Financial Services – maintaining a close, personal relationship with you allows a financial planner to provide advice on a range of financial matters, helping in overall coordination and management of retirement and investment planning needs. Lack of Time – most people do not have or do not wish to commit the time necessary to properly manage their investments.

Your goals might include early retirement, travel, vacation home, or building a family business. wealthtactic will lead you through a process to help you determine your goals and to prioritize them as necessary. wealthtactic will help you to meet your goals, by creating a customized financial plan, strategic investing and tax planning. As your life changes, your goals may too. wealthtactic will continue to work with you in identifying changes to your goals and updating your plan.