About us

A thing or two about us

The Tactical Planning Group

is a financial planning team. We specialize in retirement and insurance planning, investment management, and give comprehensive financial advice. We are mature, credentialed financial professionals with over 75 combined years of extensive training and advisory experience. We are dedicated to working with all police officers, fire fighters and first responders.

Police officers, deputies and corrections officers today are faced with complicated situations in their personal lives. There are decisions to be made about departmental benefits, retirement plans utilizing DROP and 457 Deferred Compensation, and protection yourself and your family from unforeseen accidents or illnesses.

We know from personal experience that your goals are twofold:

1) Go home at the end of your shift or watch

2) Prepare for retirement, keep your money and have a secure financial future.

The Tactical Planning Group

 is committed to providing you, members and families of all law enforcement, the most competitive financial products and services. We will endeavor to help you prepare for a long and comfortable retirement and show you and your family how to enjoy financial security during your career.