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.
Understanding the SECURE Act
Explaining the SECURE Act and how the changes affect your retirement strategy.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
What’s the deal with your yearly free credit report?
Life insurance proceeds are generally tax-free. But not in all cases.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
There are things about Social Security that might surprise you.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you may need to save for retirement.
Assess whether you are running “in the black” or “in the red” each month.
Assess how many days you'll work to pay your federal tax liability.
Determine your potential long-term care needs and how long your current assets might last.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
A bucket plan can help you be better prepared for a comfortable retirement.
The market is as unpredictable as the weather. We’d love to help you prepare.
$1 million in a diversified portfolio could help finance part of your retirement.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Understanding the cycle of investing may help you avoid easy pitfalls.