Nolan Financial Resources

SOC 1 Announcement

Nolan Financial - 2022 SOC1 Press Release

Nonqualified Deferred Compensation Plans

Nolan Financial - Nonqualified Benefit Programs

Nolan Financial - Transitioning Plan Balance from Mutual Funds to COLI

Nolan Financial - Informal Funding Alternatives Comparison

Nolan Financial - NQDC - A Powerful Financial Planning Tool

Nolan Financial - NQDC - Reducing State Income Taxation

Supplemental Executive Retirement Plans

Nolan Financial - SERP Solutions

Long Term Incentive Plans

Nolan Financial - Long Term Bonus Plans

Nolan Financial - LTBP Design Considerations

Bank Owned Life Insurance

Q2-2023 - BOLI Market Update

Q1-2023 - BOLI Market Update

Q4-2022 - BOLI Market Update

Q3-2022 - BOLI Market Update

Nolan Financial - Bank Owned Life Insurance

Nolan Financial - BOLI FAQ

Nolan Financial - Viewpoints

Avoiding the Pitfalls of Bundling Services

Neutralizing 401k Refunds

2023 IRS Limits Announced

Marketplace Newletters

Finseca - Designing an Elective Deferral NQDC Plan

FInseca - Designing a Employer Sponsored SERP

Finseca - Correcting NQDC Plan Document Errors

Finseca - Rabbi Trust Fundamentals for NQDC

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Over 30 years of Service

Nolan Financial was founded in 1989 and is headquartered just outside our nation’s capital in Bethesda, Maryland with representatives nationwide.

Unique in the Industry Client Service Model

Nolan Financial employs a team-based service structure with dedicated service teams providing every aspect of service and administration. This holistic team approach provides our clients unparalleled service.

Experience and Accuracy

Nolan Financial boast an average tenure of 13 years with an average of 16 years industry experience. This level of expertise, experience and low employee turnover combined with our internal controls and industry leading recordkeeping system has allowed Nolan Financial to obtain our SOC-1 audit for more than 15 consecutive years with no material exceptions.

 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck