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Tactical Financial Group

Retaining Management

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*Brian K. Shea, Financial Avisor offering Investment Advisory Services through Eagle Strategies, LLC, a Registered Investment Advisor.

Brian K. Shea, Samuel Bryant, Kathryn Mumford, and Mark Davis are agents collectivelly 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 Maryland, Virginia, Washington D.C., Pennsylvania, Washington DC, South Carolina, Ohio, Delaware, New York, Texas, West Virginia, Tennessee, New Jersey, Kentucky, and Florida. No insurance business may be conducted outside the specific states referenced.

Brian K. Shea, Kathryn Mumford, Sam Bryant, and Mark Davis are Registered Representatives collectively licensed and offering Securities through NYLIFE Securities, LLC Member FINRA/ SIPC, New York Life Insurance Co, Inc, A Licensed Insurance Agency (410) 321-6161 in the states of FL, WV, DC, WA, OH, DE, SC, CA, KY, TX, MD, NJ, PA, VA, DC, and TN

Tactical Financial Group is not owned or operated by NYLIFE Securities or its affiliates.

Neither Tactical Financial Group nor any of its employees are in the business of offering tax, legal or accounting advice. You should consult with your professional advisors for tax, legal, or accounting advice.

NYLIFE Securities LLC. is a New York Life company.

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NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

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