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We help you achieve and retain the lifestyle you want in retirement.

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About Nolan Financial Partners

Pre-retirees & Retirees

We are obsessed with getting people to feel good about their finances. We specialize in working with pre-retirees and retirees with investable assets to protect and grow, and high-income earners who want to become high net worth investors. We love working through the puzzle of helping people be their best selves. Our clients enjoy working with an advisor who shares a personalized two-fold approach. Together we first elicit your needs, goals and dreams. Then, we create a unique comprehensive plan tailored to support your desires.
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Nolan Financial Radio

Our Radio Podcast

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn’t have to be! Listen in to learn more about strategies to help create a reliable, long-term retirement and access your COMPLIMENTARY Retirement Income Toolkit. YOUR Retirement Income Toolkit provides you with information to help make sound decisions and build a retirement on a more solid foundation that may stand the test of time.
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Nolan Financial Radio

Wealth Is A Team Sport

Trust begins with conversations, education and knowledge enabling you to live the financial lifestyle you desire. Life is hard enough and surrounding yourself with a team of financial professionals to be on your side is game changing. Listen in as we interview experts from accountants to Air Force pilots and everything in between. Enjoy new ideas and new perspectives as you think about who’s on your team.

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Dream Suite Life

The Dream Suite Lifestyle

No matter how much money you have, changing where your money lives changes how your money grows. If you are struggling with competing financial priorities and time limitations the Dream Planning suite is for you. Chances are you may also be dealing with procrastination and uncertainty, or feel you don’t have enough money to invest. We do what we do because it seems a shame to us that people struggle with their financial well-being. This proprietary process is the foundation for you to be in control of your money.
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Nolan Financial Radio

Our Radio Podcast

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn’t have to be! Listen in to learn more about strategies to help create a reliable, long-term retirement and access your COMPLIMENTARY Retirement Income Toolkit. YOUR Retirement Income Toolkit provides you with information to help make sound decisions and build a retirement on a more solid foundation that may stand the test of time.
Listen Now
Wealth Is A Team Sport

Nolan Financial Radio

Our Radio Podcast

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn’t have to be! Listen in to learn more about strategies to help create a reliable, long-term retirement and access your COMPLIMENTARY Retirement Income Toolkit. YOUR Retirement Income Toolkit provides you with information to help make sound decisions and build a retirement on a more solid foundation that may stand the test of time.
Listen Now
Wealth Is A Team Sport

Our Book

Money Moves!

Money Moves is for pre-retirees and retirees who want to achieve and retain the lifestyle you want but are struggling with competing financial priorities and time limitations. And, you may not realize you are also really dealing with procrastination and uncertainty and feel like you don’t have enough money. No matter how much money you have, changing where your money lives can change how your financial world grows. By the end of this book, you will know how to plug the holes in your retirement plan and create a financial team to help you.

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Meet Nolan Financial Partners

About Tara & Kris

Tara and Kris are High Net Worth Advisors who offer a unique and specialized approach to planning for their awesome clients. Combined, Tara and Kris offer 47 years of strategic military planning with their knowledge of finance and investing to provide comprehensive, insightful and detailed personalized planning for her clients. They specialize in helping smart people, who have limited time to donate towards investment planning due to business and family demands on their time, to achieve and retain the lifestyles they want.
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Meet Nolan Financial Partners

About Tara & Kris

Tara and Kris are High Net Worth Advisors who offer a unique and specialized approach to planning for their awesome clients. Combined, Tara and Kris offer 47 years of strategic military planning with their knowledge of finance and investing to provide comprehensive, insightful and detailed personalized planning for her clients. They specialize in helping smart people, who have limited time to donate towards investment planning due to business and family demands on their time, to achieve and retain the lifestyles they want.
Learn More

To conduct a Broker Check: View our SEC verification status by going to our SEC Advisor Information page.

Insurance, consulting and education services offered through Nolan Financial Partners, ltd. Investment advisory and financial planning services offered through Tara Nolan Advisory Services, ltd, a Registered Investment Advisor.

The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Any opinions are those of Tara Nolan and are subject to change without notice.

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