PAUL NOLAN CPA
Our clients, we're pleased to report, have counted on us to help, throughout 22 years of practicing in Fort Myers, Florida, with their wealth management; investments, insurance, retirement and taxes.
We employ strategies to accumulate resources, preserve wealth, and during retirement create an income stream, all within the framework of each client's personal goals and objectives, while striving to maximize tax efficiency. Whether you just want to reduce the time and worry spent on your portfolio, or concerned your wealth is dwindling too quickly, we're here to provide assistance.
Speaking with a financial advisor*, a telephone call away, we believe is likely to improve the results of many personal financial decisions. So we listen carefully during client conversations before rendering advice. We assist our clients remain confident and independent, while retaining control of their own well-being.
*These services offered by Paul Nolan through his affiliation with Avantax Investment Services SM, and Avantax Advisory Services SM.