there,My name is Tara Nolan and I specialize in
working with preretirees and retirees with over a million
dollars in investible assets and high income earners (200K+) who want to become high net
worth clients. What I do for
them is help them achieve and
retain the lifestyle they want in
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
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 recommendation.
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 wealth?
I am interested in creating my personal
How do I do this?
What are my option?
What are my 4
Estate Planning Must Do Now Issues?
I need help
structuring my tax planning but don’t even know where to begin or what CPA to
Important Disclosure Information
To conducta Broker
Here You will need my CRD. It is:
Advisory services offered through Tara Nolan Advisory Services,