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.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
One way to find money is to examine your current spending habits and eliminate money wasters.
Here are six flags that may make your tax return prime for an IRS audit.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Here's a breakdown of how the federal government spends your tax money.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how long your retirement savings may last using various monthly cash flow rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help determine whether it makes sense to refinance your mortgage.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
When should you take your Social Security benefit?
How do the markets usually react to elections? Was the 2016 election any different?
How does your ideal retirement differ from reality, and what can we do to better align the two?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Taking your Social Security benefits at the right time may help maximize your benefit.