Plan for YOUR Dreams

People have dramatically changed how they live and work, but too many organizations operate as if they are frozen in time. The Nolan Group strives to be different! We want to understand what our clients want from life, make their finances approachable and grow their confidence. We listen first, we collaborate, and we execute. I am passionate about what I do, working with clients energizes me, and I create value by providing capabilities, direction and more confidence.

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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.


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Staying on track when markets are volatile

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)