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Tactical Financial Group Wealth Advisors - Raymond James
Financial advisor · Based in Madison
About
Tactical Financial Group Wealth Advisors is a Raymond James affiliated team at 311 West Washington Avenue in Madison. Its site lists business planning, corporate retirement plan consulting, estate and charitable giving, financial planning, investment solutions, portfolio management and retirement planning.
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Choosing a financial advisor in Madison
"Financial advisor" isn't a protected title, so ask exactly what credentials someone holds and how they're registered. You can look up advisors and firms on FINRA's BrokerCheck and the SEC's Investment Adviser Public Disclosure site.
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Ask how they're paid: a flat fee, an hourly rate, a percentage of assets, or commissions on products they sell. Then ask whether they act as a fiduciary, legally required to put your interests first, for all of the advice they give you.
A good first meeting is mostly them asking about your goals. Be cautious of anyone who leads with a specific product.