our services

Loretta Nolan Associates provides fee-only financial planning and advisory services to individuals and families. Our services include:

Comprehensive Financial Planning Services

  • Cash flow analysis
  • Income Tax Planning
  • Risk Management and Insurance Analysis
  • Employee Benefits Planning
  • Financial Independence/Retirement Planning
  • Asset Allocation & Investment Planning
  • Estate Planning

Investment Management Services

Services for Senior Executives

  • Executive Compensation Planning
  • Stock Option Analysis
  • Benefits Analysis & Planning

Family Office Services