Tactical Wealth Partners is a holistic financial planning firm that leverages creative finance, tax, and investment strategies to help attorneys strategically pay off student loans and efficiently build wealth. We believe that world-class financial advice should be available to those building wealth - not just to those who already have it. Terry Andersen, our founder, and visionary has developed a proven process for associate attorneys to strategically pay off student loans and efficiently build wealth. Terry holds a Bachelor’s in Finance from Southern Methodist University’s Cox School of Business and is a Certified Financial Planner™ (CFP). He has built an attorney-focused firm through mastering the unique challenges and opportunities associate attorneys face navigating the vital “growth phase” of their career. As an associate attorney your financial situation is unique. The combination of a lucrative salary from a demanding job, crushing student loan debt, lack of money management education, and limited time presents a complex set of challenges. Our proven financial planning process results in clearly defined goals, streamlined financial organization, and a logical strategy to achieve your goals and aspirations. Our clients enjoy: • An average savings of $80,000 on student loan payoff strategy • A proven financial planning process to build wealth • Cash flow analysis and guidance • Strategic tax reduction planning • Employee benefits planning • Tailored investment advice • Retirement planning To see if your situation matches our expertise, please use this link to schedule a 15-minute introductory call: https://calendly.com/tacticalwealthpartners/15min
