Welcome and thank you for visiting my web site!
I’m Paul Nolan, a financial advisor helping people 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 education unexpected, just trying to stretch accumulated wealth to last a lifetime stressful, saving enough to live "the golden retirement years" comfortably challenging, and if possible leaving a small legacy for family and/or charitable causes beyond achievability. Taking the mystery out of financial issues, overcoming client's unique financial challenges, is my role. I help clients pursing their personal goals and objectives so they can happily devote 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 knowledge. 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 H. D. Vest Investment Services SM* are available for clients.
For those interested I've published this web site and included information; about me, my friend David and my wife Doris, the two people that work with me, and a profile of our boutique practice. Extract whatever information you find helpful from the financial articles and useful calculators on this site.
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 HD Vest Investment Services SM, Member SIPC, and HD Vest Advisory Services.
The History of Retirement
Do you know where the idea of “retirement” comes from?
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Life insurance proceeds are generally tax-free. But not in all cases.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Purchasing homeowners insurance is critical for protecting your home.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
The latest trends in travel reflect a rich menu of exciting new possibilities.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator demonstrates the power of compound interest.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
Enter various payment options and determine how long it may take to pay off a credit card.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
That big list of dreams and goals isn't the only way to look at your bucket list.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
What is your plan for health care during retirement?
Understanding the cycle of investing may help you avoid easy pitfalls.
How will you weather the ups and downs of the business cycle?
Estate conservation is too important to put off. Do you have a smart exit strategy?