Meet Nick
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, I’ve been a 911 paramedic, responding to life’s most urgent moments, seeing lifetimes unfold in an instant.
These two worlds finance and emergency medicine may seem worlds apart, but at their core, they’re about the same thing: helping people prepare for the unpredictable. Just as I’ve stabilized critical situations in the back of an ambulance, my team and I bring that same level of precision, urgency, and care to financial planning. We don’t offer cookie-cutter strategies; we build tactical roadmaps that are as unique as the lives they support.
The Health & Wealth Gap
Over time, I realized a critical gap in the wealth management industry one that could have lasting consequences for clients. My experience as a paramedic exposed me to the staggering financial burden of healthcare costs, while my time in finance revealed how most retirement plans fail to integrate these realities. Too often, individuals are left vulnerable, with portfolios that don’t align with rising medical expenses, long-term care needs, or the true cost of aging. This disconnect became impossible to ignore, and I knew there had to be a better way.
That’s why at Tactical Wealth Planning we put healthcare cost strategies at the core of our planning.
Personal Notes
Beyond his professional roles, Nick finds joy in exploring the world alongside his wife, Lauren, as they embark on captivating travel adventures. When he’s not helping clients secure their financial future, you might spot him outdoors, staying active and enjoying quality time with his dog, Brooks. As if there wasn’t enough already going on. Nick is navigating life and quality family time with his newborn identical twin daughters, born in May 2025.
Whether you are navigating investment decisions, retirement planning, or safeguarding your financial future, Nick Lager’s mission is clear: to equip you with the knowledge and strategies needed to achieve and maintain your financial well-being. With Nick by your side, you can expect a caring and knowledgeable partner who is committed to your success, just as he has been dedicated to his community for the past 15 years.