Welcome and thank you for visiting my website!
I’m Paul Nolan, a financial advisor helping clients manage their accumulated wealth from an office in Fort Myers, Florida.
At one time or another managing money has been daunting for many people; everything seems so expensive, helping with children's needs and grandchildren's educational expenses when unexpected, stretching accumulated wealth to last a lifetime really stressful, saving enough to live "the golden years" comfortably can be challenging, and leaving a small legacy for family and/or charitable causes feels beyond achievability.
Taking the mystery out of financial issues, overcoming a client's unique financial challenges, is my role. I help clients pursue their personal goals and objectives so they can be happy while devoting time to whatever they find worthwhile and rewarding.
Clients of my practice, the wealthy and those budgeting carefully, tap into a large volume of financial expertise. My professional credentials earned during a lifetime of continuing education and 54 years of experience focused on all manner of financial issues, assure you of a high level of expertise and significant financial acumen, utilized as needed to benefit every client. Also the resources of a respected broker/dealer Avantax Investment Services SM* are available for clients.
For those interested I've published this web site and included information; about me, my wife Doris, and a profile of our boutique practice. Please extract whatever information you find helpful from the financial articles and useful calculators on this website.
Personal attention is provided to each client, and I take pride in every client's financial success. Please allow me to welcome you as a client, we will care for you and your money.
*These services are offered by Paul Nolan through his affiliation with Avantax Investment Services SM, Member SIPC, and Avantax Advisory Services.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
It's important to understand how inflation is reported and how it can affect investments.
A four-step framework for building a personal legacy.
Here are 5 reason why you may consider working through retirement.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
You’ve made investments your whole life. Work with us to help make the most of them.
Making the most of surprises is a great reason to work with us.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
$1 million in a diversified portfolio could help finance part of your retirement.
That big list of dreams and goals isn't the only way to look at your bucket list.