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"We believe that people are happiest when they are in control of their quality of life."

Be inspired to create the life you want! - Enjoy our newsletter!

Be inspired to create the life you want! - Enjoy our newsletter!

What We Do

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Money Management & Planning

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My name is Tara Nolan of Tara Nolan Advisory Services ltd and we specialize in working with pre-retirees and retirees with investible assets to protect and grow, and high-income earners who want to become high net worth earners. We help you achieve and retain the lifestyle you want in retirement.

Why Tara?

My clients enjoy working with an advisor who benefits them with a personalized two-fold approach. First, we elicit your needs, goals, and dreams. Then, we create a unique comprehensive plan tailored to support your desires.

My clients also enjoy working with a fully independent financial advisor. We have access to a wide range of investment products and services, so we tailor investment portfolios specifically for our clients. Further, I have a legal and ethical fiduciary obligation to act in good faith for each client, as a registered investment advisor. We feel strongly about helping my clients achieve their goals and dreams, and work to provide you with the highest-quality service and guidance.

This is the difference between being investment focused and client-focused. We interact with your other advisors such as your attorney, accountant, mortgage broker, an insurance agent to make sure that proper planning is done and effective implementation takes place.

From my Blog

Meet Kathleen Carmody, Director of Sweet Adeline’s

Where I Met Kathleen I first met Kathy when I was calling for a RSVP for an educational seminar I was hosting. Kathie was heading out of town for a competition it turned out and when I found out she was part of a 110 woman chorus I immediately knew I wanted to...

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Beware Credit Card Debt

Beware: Credit Card Debt Increasing Consumers are once again relying on credit cards to fund their expenditures, as the number of people who have a credit card has spiked to their highest level since 2005 during the first quarter of 2017, according to TransUnion, the...

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Meet Cass Mullane, Prosper Creatively

Where I met Cass Mullane Cass MullaneI really met Cass two times. The first time was at a meet and greet for the Women2Women mentoring program. I learned that Cass was an artist and had interest in supporting women in the community. The second time I met Cass was at a...

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Important Disclosure Information

To conduct a Broker Check: You will need my CRD: 5638924. BrokerCheck is a free tool to research the background and experience of financial brokers, advisers, and firms.

Advisory services offered through Tara Nolan Advisory Services, ltd.

The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Any opinions are those of Tara Nolan and are subject to change without notice.