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