"We take care of you, and your money." Welcome and thank you for visiting my website! For those seeking a Financial Advisor, I have included a profile of my small boutique practice, information about my background and the backgrounds of my friend David and wife Doris; the people who work with me. Clients of my practice tap into a large volume of financial knowledge gathered from formal education, and a lifelong investment of time and resources in continual professional training, coupled with information absorbed during 40 years of public service and private employment all focusing on financial matters. My professional credentials assure you that I have the high level of expertise and significant financial acumen, available when needed to benefit you, my clients. Also the resources of a respected broker/dealer H. D. Vest Investment Services are available for clients. Every client is a partner participating in an established relationship with me, and I take pride in each client's financial success. Please allow me to welcome you as a client, so we can care for you and your money. |
PAUL NOLAN CPA |
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Required Minimum Distributions Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70. Will you be able to afford nursing home care? How much life insurance would you need to produce a sufficient income stream for your family? Is your personal inflation rate higher or lower than the CPI? |
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14931 Laguna Drive Phone: 239-454-2820 |
Paul F. Nolan is a registered representative licensed to transact busines with clients in Colorado, Connecticut, Florida, Georgia, Illinois, Maryland, New York, Ohio, Oregon, Tennessee, and Vermont, and advisory licensed in Connecticut, Florida, Georgia, Illinois, Maryland, New York, Ohio, Oregon, Tennessee, and Vermont. He is also insurance licensed in Florida. The Paul Nolan CPA Firm is not a registered broker/dealer or independent investment advisory firm. David E. Barron is a registered representative licensed in Florida only, and does not hold advisory or insurance licenses. If you are not a resident of one of the states noted above, all investment-related information on this site is for informational purposes and does not constitute a solicitation or offer to sell securities or insurance services over the internet.
Securities offered through H. D. Vest Investment Services SM. Member SIPC. Advisory services offered through H. D. Vest Advisory Services SM.
Investments & insurance products are not insured by the FDIC or any federal government agency, are not deposits of or guaranteed by the bank or any bank affiliate, and may lose value.