Broker Check

IDENTIFY   INFORM   IMPLEMENT

At American Capital Tactics, we keep it simple:

IDENTIFY your business, estate and investment goals

INFORM you of your advantages and risks

IMPLEMENT strategies and tactics to help reach those goals

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Take our dynamic risk questionnaire to see if your portfolio fits your "RISK NUMBER"

What's My Risk Number?




Retired or retiring in the next few years? You're ready, but is your portfolio?

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Do you own a business? Sole Proprietor, with a Partner(s), Corporation or Family?

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Your team is valuable. Keep your key employees and help retain company value.

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CEO, CFO, or Company Executive? How are you compensating your key employees?

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