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PAUL NOLAN CPA

(239) 454-2820

The Wild West of Data Theft Supporting Local Business In a Crisis Risk Tolerance: What’s Your Style? Retiring in a Post-Pandemic World
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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.

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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Estimate how much of your Social Security benefit may be considered taxable.

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How federal estate taxes work, plus estate management documents and tactics.

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

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Make your retirement as exciting as your next vacation.

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A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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