American soldier with child
Brian Shea DBA Logo Feb 2024

Brian K. Shea
Owner/ Principal
*Financial Advisor
Financial Services Professional
Tactical Financial Group

A financial group dedicated to serving the specific needs of first responders and business owners



We would like to thank those individuals that have served their country, state, or local jurisdiction in a public service capacity. These words aren't said nearly enough to you, especially in this day and age. As a veteran myself, let me say your service is truly and genuinely appreciated.

In this business, many financial professionals specialize in one or two targeted areas. For the public services sector, the first, and many times only, discussion with a retirement counselor is what to do with the DROP and deferred compensation accounts upon retirement. At Tactical Financial Group, we go beyond that.

Important subjects to discuss
We've found that more pertinent conversations are often overlooked because of the focus on these two accounts (DROP and Deferred Compensation). There are MANY other questions that need to be asked to determine a course of action suitable for your individual situation:

  • I want to enjoy my retirement, traveling, dining out, and entertaining. Will I be able to afford it?

  • I'm retiring: should I and CAN I still open, or contribute to, an IRA of some kind? Should it be ROTH or traditional?

  • When should I start taking money from my retirement accounts, and in what order? Should a retirement job be considered?

  • Should I start taking my social security benefit as early as possible, or wait a few years?

  • How will I manage costs for extended periods of care for myself and/ or my spouse?

  • Are sufficient measures in place to properly disburse my estate should I pass away, such as life insurance?

  • I have an IRA and I contribute to my retirement account with my department or company. Is that a smart decision?

  • What do I do with an old 401k from a previous employer? Can I roll it over?

We are available 24/7 for you. There are ZERO fees for consultation, and we can come to you, or meet at our offices in Timonium. Whatever you decide, please feel free to use us as a resource. When you've decided to pull the proverbial trigger and pick a retirement date, we offer to attend retirement conferences with you at your human resources office at absolutely NO charge, whether you decide to work with us or not. This is our way of saying thank you.

Whether you are fresh out of training, or have many years under your belt, it is NEVER too late to start a plan.

We know that there are MANY options out there when it comes to financial firms. We don't take you for granted, and we work every day to gain, and keep, your trust.

Defining characteristics that set Tactical Financial Group apart from every other company:

  1. Client Care - Its that simple. Once you're a client, you're treated as family. This is a trite phrase, often overused and under delivered on; not with us. We have access to advice and resources that set us apart.

  2. New York Life - After so many years of doing the right thing (over 175), there is no better place to start and end your search for the right firm.

  3. Check out why at www.newyorklife.com/about   This page explains what New York Life is, as well as why they are The Company You Keep.

We look forward to hearing from you!

Disclosure

Brian Shea is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0M49329), CT, DC, DE, FL, GA, IL, MA, MD, MO, NJ, NY, OH, SC, TN, TX, VA, WA, and WV. No insurance business may be conducted outside the states referenced.

Brian Shea is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 1954 Greenspring Dr Ste 700, Lutherville Timonium, MD, 21093, 410-302-2992. In this regard, this communication is strictly intended for individuals residing in the states of CA, CT, DC, DE, FL, IL, KY, MA, MD, NC, NJ, PA, SC, TX, VA, WA, and WV. No offers may be made or accepted from any resident outside the specific states referenced.

*Brian Shea is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CT, DC, DE, FL, IL, KY, MA, MD, NC, NJ, PA, SC, TX, VA, WA, and WV. As such, these services are strictly intended for individuals residing in the states referenced.

TACTICAL FINANCIAL GROUP is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither TACTICAL FINANCIAL GROUP nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.