Nick Lager, CFP<sup>&reg;</sup> - Financial Advisor

Nick Lager, CFP®

Founder & Lead Advisor

Tactical Wealth Planning LLC

219 Ford St
Conshohocken, PA 19428-2917
FINANCIAL ADVISOR'S WEBSITE
(804) 406-9882 CONNECT WITH Nick
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General

Nick Lager is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Tactical Wealth Planning LLC in Conshohocken, PA and the surrounding communities.

Financial Advisor Overview

I specialize in helping individuals and families with $1M–$10M in savings protect and optimize their retirement through strategic healthcare planning and comprehensive financial strategies.

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Financial Advisor Experience

For the past decade, I’ve navigated two of the most demanding and high-stakes industries—finance and emergency medicine. By day, I’ve been a CERTIFIED FINANCIAL PLANNER® professional at some of the largest firms, witnessing firsthand how traditional approaches often miss the mark on personalization and innovation. By night (and sometimes at all hours), I’ve been a 911 paramedic, responding to life’s most urgent moments, seeing lifetimes unfold in an instant. I founded Tactical Wealth Planning to solve a problem most advisors overlook: the cost of healthcare in retirement - especially for those retiring before age 65. The Medicare Gap years can be the most financially vulnerable stage of retirement. Without proper planning, high premiums, out-of-pocket costs, and poor insurance choices can derail even strong portfolios. My background as a paramedic showed me the true cost of care, and my career in finance revealed how often it’s ignored in retirement plans. I help early retirees bridge the Medicare Gap by: ? Planning for healthcare coverage before Medicare ? Optimizing insurance and prescription costs ? Securing sustainable retirement income ? Aligning portfolio risk with real-world spending needs Healthcare and wealth are inseparable. My mission is to help clients retire with confidence—knowing both are protected.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Career Change, Asset Allocation, Disaster Recovery, Investment Management, Employee Benefits, Real Estate, Job Loss, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Medical & Health Issues

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Helpful Financial Planning Resources