OUR SERVICES
Investment Advisory Services
Tactivest offers unbiased, fee based Investment Advisory Services.
We offer managed models fitting a variety of needs and portfolios custom tailored to meet our individual clients' needs.
Tactivest utilizes multiple Custodians and Clearing services.
Comprehensive Financial Planning
Our advisors offer comprehensive financial planning services, working closely with clients to reach their goals including but not limited to retirement planning, college planning, and wealth management.
Insurance
Based
Services
Individually licensed personnel who can offer a full suite of insurance solutions including Life Insurance (Term Life, Cash Value Life), Long Term Care, Disability Insurance and Health Coverage.
Insurance coverage is written by individually licensed agents in their respective states, either directly with carriers or through general agencies which we may be affiliated with.
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Any sales of commission based insurance products may be a conflict of interest as they are in addition to and outside the scope of our normal Investment Advisory Practices.
