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(239) 454-2820

Financial Services

While conducting a personalized financial checkup, we will walk you through a step-by-step process that will increase your confidence in your own financial decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Investment management*
  • Retirement strategies* 
  • Tax management
  • Estate conservation
  • Insurance and annuity products*
  • Mediation services
  • Eldercare counsel

Paul Nolan personally meets with potential clients, during which he listens emphatically, before carefully recommending any of the firms' financial services to qualified clients.

As a wealth manager, he provides advice and management of investments* (corporate stock and bonds, mutual funds, electronic traded funds, separately managed accounts, individual retirement arrangements, annuities, etc.), secures health, life & long-term care insurance, prepares tax returns, conducts financial and estate planning, and counsels about trusts, Veterans benefits and/or Medicaid, as needed.

Not all services and products are suitable for all clients.

*These services are offered by Paul Nolan through his affiliation with Avantax Investment Services SM and Avantax Advisory Services SM.