At Tactical Wealth Planning, we help individuals and families with $1M–$10M retire with confidence by integrating healthcare into financial planning. Most advisors overlook the true cost of care, especially for those retiring before Medicare at 65.

The Medicare Gap years can be the most financially vulnerable, with high premiums and out-of-pocket expenses that threaten even strong portfolios. We solve this by combining retirement income planning with strategic healthcare solutions.

Our Health & Wealth Strategy helps clients: 
✓ Plan for healthcare coverage before Medicare
✓ Optimize insurance and prescription costs
✓ Secure sustainable retirement income
✓ Align portfolio risk with real-world spending
✓ Protect wealth from unexpected medical expenses

Healthcare and wealth are inseparable. Our mission is simple: to help you retire on your terms, with both your financial security and healthcare needs protected.

Connect With Me
nick.lager@tacticalwealthplan.com
http://bit.ly/3EtzBbn

Disclosure: Tactical Wealth Planning LLC is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Tactical Wealth Planning LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.
Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. Tactical Wealth Planning LLC does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, products or information, or for the collection or use of information regarding the web site’s users and/or members.



Tactical Wealth Planning LLC

Org chart

Teams

Offices

Tactical Wealth Planning LLC

Org chart

Teams

Offices

Related companies