there,My name is Tara Nolan and I specialize in
working with preretirees and retirees with investible assets to protect and high income earners who want to
become high net worth clients. What I
do for them is help them achieve and retain the lifestyle they want in retirement.
So, how I get you
I am a comprehensive resource to my clients providing business and retirement plan
services as well as personal investment, college, retirement and estate planning services.
What to Expect at Our First Meeting
My clients enjoy working with an advisor who benefits them with a
personalized two-fold approach. First, I elicit your needs, goals and dreams. Then, I create a unique comprehensive
plan tailored to support your desires.
My clients also enjoy working with a fully independent financial
advisor. I have access
to a wide range of investment products and services, so I tailor investment portfolios
specifically for my clients. Further, I have a legal and ethical fiduciary obligation to act in good faith for
each client, as a registered investment advisor. I feel strongly about helping my clients achieve their goals
and dreams, and work to provide you with the
highest-quality service and guidance.
This is the difference between being investment focused and
client-focused. I interact with your other advisors—such as your attorney, accountant, mortgage broker, and
insurance agent—to make sure that proper planning is done and effective implementation takes
What to Expect at Our First
1. At the first meeting new clients
typically like to discuss 2 topics:
Our first meeting is very informal and relaxed either at your home or a local coffee
spot. First, I will ask about your current financial
situation, what you are happy with and what you feel concerned about. I will spend just a few minutes showing you exactly what I do. And, we will finish our first meeting with a preliminary formal
2. In addition to this discussion, you
will receive a goal setting workbook to keep. What is the purpose of this workbook? It is an
effective communication tool to make sure you’re on the same page with your partner and
yourself. It is surprising how revealing it can be to write your goals down on paper. To create an effective
plan it is critical to uncover hidden goals and discuss obvious goals. The true alignment of
purpose with yourself and your loved ones is the very first step of creating a successful wealth
management plan. There is a summary page that consolidates your identified goals and we
will use this list as the foundation for planning. Math is a simple, black and white tool to implement your
3. Plan for 30 minutes for this first
Other questions my new clients typically want to follow
up with are:
How do I raise my kids with
interested in creating my personal philanthropic philosophy?
How do I do
What are my
What are my 4 Estate Planning Must Do Now
I need help structuring my tax planning but don’t even
know where to begin or what CPA to hire?
Important Disclosure Information
To conducta Broker
Here You will need my CRD. It is:
Advisory services offered through Tara Nolan Advisory Services,