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PAUL NOLAN CPA

(239) 454-2820

Supporting Local Business In a Crisis Risk Tolerance: What’s Your Style? Retiring in a Post-Pandemic World Dreaming Up an Active Retirement
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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 unexpected needs and grandchildren's educational expenses can be daunting, stretching accumulated wealth to last a lifetime really stressful, saving enough to comfortably live "the golden years" can be challenging, and leaving a small legacy for family and/or charitable causes sometimes seems unachievable. 

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. We take pride in each client's financial well-being.

Clients of my practice, the wealthy and those budgeting carefully, tap into a lifetime of accumulated financial expertise, gained through continuing professional education and my 55 years of experience focused on all manner of financial issues. My credentials assure clients of a high level of expertise and significant financial acumen, focused on their situation and circumstances. 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 Doris, my wife, and I, with a profile of our boutique practice. Please extract whatever information you find helpful from the financial articles and useful calculators on this website.

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.

Helpful Content

Inflation and Your Portfolio

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Lesser Known Provisions of the SECURE Act

Lesser Known Provisions of the SECURE Act

Learn about clauses in the SECURE Act that affect 401Ks, students, and families.

4 Steps to Protecting a Child with Disabilities

4 Steps to Protecting a Child with Disabilities

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

 

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

Lesser Known Provisions of the SECURE Act

Learn about clauses in the SECURE Act that affect 401Ks, students, and families.

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

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