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

In order for our clients to achieve the lifestyle of their dreams, we offer a comprehensive range of retirement planning services, savings options that permit both tax-deductible contributions and tax-deferred earnings, and a dedicated and knowledgeable staff to help with planning your retirement. In addition, we can assist you in developing your overall financial plan to achieve specific goals through targeted tools including 401(k) plans, traditional IRAs and Roth IRAs.

We support businesses in their development of employee pension plans and educate plan manager and employees alike. Personal services adapted to individual needs. Our services start with a Comprehensive Planning Review. Our process has 5 steps to capture, analyze & update your financial plan as your life progresses.

Process Overview

  1. Define Plans and Goals
  2. Assess Risk & Education
  3. Match Solutions w/ Your Needs
  4. Implement Plan
  5. Track & Review

What to Expect at Our first meeting

1. At the first meeting new clients typically like to discuss 2 topics:

  • What about me?
  • What about you?

Our first meeting is very informal and relaxed either at your home or a local coffee spot. First, We will ask about your current financial situation, what you are happy with and what you feel concerned about. We will spend just a few minutes showing you exactly what I do. And, we will finish our first meeting with a preliminary formal recommendation.

2. In addition to this discussion, you will receive a goal setting workbook to keep. What is the purpose of this workbook? It is an effective communication tool to make sure you’re on the same page with your partner and yourself. It is surprising how revealing it can be to write your goals down on paper. To create an effective plan it is critical to uncover hidden goals and discuss obvious goals. The true alignment of purpose with yourself and your loved ones is the very first step of creating a successful wealth management plan. There is a summary page that consolidates your identified goals and we will use this list as the foundation for planning. Math is a simple, black and white tool to implement your investment plan.

3. Plan for 30 minutes for this first meeting.

Other questions my new clients typically want to follow up with are:

  • How do I raise my kids with wealth?
  • Am I interested in creating my personal philanthropic philosophy?
  • How do I do this?
  • What is my option?
  • What is my 4 Estate Planning Must Do Now Issues?
  • I need help structuring my tax planning but don’t even know where to begin or what CPA to hire?

List of available services

Businesses Services

  • Individual 401(k) Accounts
  • Business 401 (k) Plans
  • Plan evaluations
  • Plan manager education
  • Employee education

Individual Planning Services

  • Financial Planning
  • Comprehensive Planning Review
  • College Planning
  • Estate Planning
  • Trust Services
  • Transfers to Beneficiaries
  • Annuities
  • Charitable Endowment Fund
  • Charitable Partners Program
  • Retirement Planning
  • Individual Retirement Accounts (IRAs)
  • Individual 401(k) Accounts
  • Managed Accounts
  • Asset Management Services
  • Wealth Management Solutions
  • Asset Allocation

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.