What Tactical Financial Solutions does

Tactical Financial Solutions is an independently owned and privately held financial advisory firm headquartered at 8191 Southpark Lane #113 in Littleton, Colorado, operating from a single office and serving clients primarily in the Colorado market. The firm provides comprehensive financial planning and wealth management services to individuals and families planning for retirement, high-net-worth investors, and small business owners. Its offering is organized into 15 integrated service categories, including portfolio management, retirement planning, risk management, estate strategy, life insurance guidance, HNW client guidance, extended care strategies, small business guidance, Social Security strategies, cash flow analysis, education strategies, charitable giving, special needs trust coordination, debt management, and ongoing financial education. Representatives offer securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor, and FINRA/SIPC member based in Carpinteria, California.

The firm's delivery model is a three-step structured process—Financial Coordination (understanding the client's full financial picture), Educate on Solutions (designing a customized strategy), and Tactical Implementation (ongoing oversight with adjustments as life evolves)—supported by a content-heavy website featuring an extensive Resource Center with educational articles across retirement, investment, estate, insurance, tax, money, and lifestyle topics, interactive financial calculators, and an educational video library. The underlying technology stack consists of standard advisory website infrastructure with no disclosed proprietary platform, mobile app, API, SDK, or AI/ML capabilities. No patents, trademarks, certifications, awards, or external funding are indicated.

The go-to-market is sales-led through direct personal consultations, phone outreach ((888) 511-8564), and email ([email protected]), with SEO-driven content marketing as a top-of-funnel supplement. The revenue model is fee-based advisory services routed through the PlanMember Securities Corporation relationship; pricing is not publicly disclosed and clients are directed to contact the office for consultation, with multi-year contract cadence noted. No revenue figures, headcount, ownership backers, management team details, M&A activity, geographic expansion beyond Colorado, or regulatory actions are publicly disclosed.

Name

Tactical Financial Solutions

Legal name

Tactical Financial Solutions

Website

https://tacticalfinancialsolutions.net

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Tactical Financial Solutions is an independent, privately held financial advisory firm in Littleton, Colorado, providing retirement planning, portfolio management, estate strategy, and wealth management services to individuals, families, high-net-worth investors, and small business owners through PlanMember Securities Corporation.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

Keywords

• Financial advisory services
• Retirement planning
• Wealth management
• Portfolio management
• Estate planning

Headquarters

HQ city

Littleton

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Advisory Services: The firm provides comprehensive financial planning and advisory services. Representatives offer securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Tactical Financial Solutions is an independent financial advisory firm that designs and delivers personalized financial plans for individuals, families, high-net-worth investors, and small business owners through a three-step process of Financial Coordination, Educate on Solutions, and Tactical Implementation. Its core services include portfolio management, retirement income planning, estate strategy, risk management, life insurance guidance, Social Security optimization, extended care, debt management, charitable giving, and small business financial guidance. Securities and advisory services are offered through PlanMember Securities Corporation, a registered broker/dealer and investment advisor (FINRA/SIPC member).

Product overview

Tactical Financial Solutions offers a comprehensive suite of financial advisory services organized as a unified advisory practice rather than a modular software platform. The core offering consists of 15 integrated financial planning services including Portfolio Management, Retirement Planning, Risk Management, Estate Strategy, Life Insurance guidance, HNW Client Guidance, Extended Care Strategies, Small Business Guidance, Social Security Strategies, Cash Flow Analysis, Education Strategies, Charitable Giving, Special Needs Trust coordination, Debt Management, and Financial Education. These services are complemented by free resource tools including Financial Calculators and an Educational Videos library. The firm operates through PlanMember Securities Corporation (a registered broker/dealer and investment advisor, member FINRA/SIPC) and serves individuals, families, business owners, and high-net-worth clients in Littleton, Colorado.

Differentiator

Problem solved

Functional benefit

Products and services

• Portfolio Management Builds and monitors investment portfolios based on individual risk tolerance, time horizon, and long-term objectives, with ongoing adjustments as client circumstances evolve.
• Retirement Planning Creates personalized retirement roadmaps for clients whether retirement is decades away or approaching, designed to support their envisioned lifestyle.
• Risk Management Identifies potential financial vulnerabilities and develops strategies to address market fluctuations and unexpected life events.
• Estate Strategy Works alongside clients and their legal teams to develop thoughtful plans for transferring wealth to beneficiaries and causes clients care about.
• Life Insurance Evaluates appropriate types and amounts of life insurance to integrate into clients' broader financial strategies.
• HNW Client Guidance Provides strategies designed for high-net-worth investors facing complex challenges associated with significant assets.
• Extended Care Strategies Explores strategies for potential long-term care needs to prevent healthcare costs from derailing other financial goals.
• Small Business Guidance Helps business owners align personal and professional financial strategies, addressing the layered financial picture of entrepreneurship.
• Social Security Strategies Evaluates Social Security claiming options to help clients make informed decisions about when and how to claim benefits.
• Cash Flow Analysis Provides clear-eyed assessment of income, expenses, and opportunities as the foundation for comprehensive financial planning.
• Education Strategies Explores education savings vehicles and strategies for families prioritizing educational funding within their broader financial plans.
• Charitable Giving Develops tax-smart approaches to charitable contributions that align with clients' values and financial objectives.
• Special Needs Trust Coordinates strategies designed to support loved ones with special needs while protecting their future eligibility for benefits.
• Debt Management Builds strategies to manage liabilities while keeping clients' broader financial picture in focus.
• Financial Education Provides ongoing resources and conversations to help clients stay confident in their financial direction through informed decision-making.

Quantifiable outcome

• Research-driven, structured approach to financial planning

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Scale indicators1 record

Expansion highlights3 records

Broad incumbents

• Edelman Financial Engines: National RIA combining human advisors with proprietary digital planning tools, focused heavily on retirement planning and wealth management for individuals and families. Directly competes for the same retirement and HNW client segments.
• Fisher Investments: Large RIA primarily serving high-net-worth and institutional investors with portfolio management and wealth advisory. Competes for the HNW segment of Tactical Financial Solutions' client base with much greater scale and brand recognition.
• Creative Planning: Large national RIA offering comprehensive financial planning, retirement, estate, and HNW advisory services. Operates as a much larger scaled version of the same comprehensive advisory model Tactical Financial Solutions employs, with significantly greater AUM and geographic reach.

Others

• Cetera Financial Group: Independent broker-dealer and wealth management platform supporting independent financial advisors and RIAs. Comparable as an alternative platform vendor of the type Tactical Financial Solutions relies upon through PlanMember.
• Cambridge Investment Research: Independent broker-dealer supporting independent financial advisors with compliance, custody, and operational infrastructure. Comparable to PlanMember as a competing platform serving small to mid-sized advisory practices.
• Commonwealth Financial Network: Independent broker-dealer and RIA platform that supports independent financial advisors with compliance, custody, and back-office services. Directly comparable to PlanMember Securities Corporation as a potential platform choice for advisors like Tactical Financial Solutions.
• Focus Financial Partners: Partnership model for independent RIAs providing capital, technology, and operational support. Represents a potential scale pathway for small advisory practices like Tactical Financial Solutions seeking to expand beyond organic growth.

Emerging players

• Empower (formerly Personal Capital): Hybrid digital wealth management platform combining technology-driven portfolio management with human advisor access for HNW clients. Represents the digital-first competitive pressure on traditional small RIA practices like Tactical Financial Solutions.

Direct peers

• Hightower Advisors: RIA platform serving high-net-worth individuals, families, and business owners with comprehensive wealth management. Comparable client segments, service breadth, and team-based advisory model.
• Mariner Wealth Advisors: Independent RIA offering comprehensive financial planning, retirement, estate, and HNW advisory services with a multi-advisor team model. Closely comparable service breadth and target client segments to Tactical Financial Solutions.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/tactical-financial-solutions

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Tactical Financial Solutions