Tactical Asset Management

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“Rule No. 1: Never Lose Money.
Rule No. 2: Never Forget Rule No. 1.”

- Warren Buffet

Tactical Asset Management is a philosophy of capturing marketing gains, while avoiding market losses. It is our philosophy that the first step to gaining, is not losing.

At Strategic Tax & Insurance Services, Inc. we focus on helping our clients find investment solutions that have a track record of success. We help our clients create investment strategies that are designed to manage their risks by taking advantage of known market trends, and leverage effective money managers.

Our goal is to build family legacies, reduce income tax liabilities, and create a plan for each client to help ensure a fulfilling and financially worry-free retirement.

Our philosophy is to focus on the preservation of wealth during both the accumulation and distribution stages of retirement planning. We provide each client with a clear road map as to how to achieve his or her individual financial goals.

Click here to learn more about the Strategic Tax & Insurance Services, Inc. Process, Discover what it means to have confidence & peace of mind in retirement. You deserve better.
Questions? John Duddy is an investment advisor representative and a fiduciary. Call (781) 279-8444 or click here to schedule a no obligation initial consultation.