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.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much you have the potential to earn during your working years.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator may help you estimate how long funds may last given regular withdrawals.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to better see the potential impact of compound interest on an asset.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Understanding the cycle of investing may help you avoid easy pitfalls.
Around the country, attitudes about retirement are shifting.
Here is a quick history of the Federal Reserve and an overview of what it does.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
What if instead of buying that vacation home, you invested the money?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.