Financial Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your 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 assistance

Paul Nolan CPA personally meets with potential clients, during which he listens to them 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, administers trusts and settles estates, counsels about Veterans benefits and/or Medicaid, and serves as a guardian, trustee, or executor when needed.

* These services are offered by Paul F. Nolan through his affiliation with H.D. Vest Investment Services SM and H.D. Vest Advisory Services SM.  

Not all services and products are suitable for all clients.