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

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