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

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

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My name is Tara Nolan of Nolan Financial 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

Questions to ask your Financial Services Professional

What do I need to know to start investing? My advice to you: educate yourself. I have worked with finances and financial planning since I was in college. I have helped numerous clients achieve their financial goals by working hard to assure myself that I know what I'm...

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Why are you making money?

Why are you making money? This may seem like an odd question. Most of my clients seem slightly caught off guard by this. We are trained from day one that more money is better, which generally I would agree with, but you must dive deeper than that to be successful with...

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How to find a financial advisor – the conversation

Did you know that googling a financial advisor will give you 215 million results?! Overwhelming? Definitely. So how do you narrow down the search? How do you choose someone who will actually help you and not just take your money? In a perfect world you would be able...

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Important Disclosure Information

To conduct a Broker Check: View our SEC verification status by going to our SEC Advisor Information page.

Advisory services offered through Nolan Financial.

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.