Financially Tuned with Tara Nolan
Tara Nolan is a High Net Worth Advisor who offers a unique and specialized approach to planning for her awesome clients. Tara combines 15 years of strategic military planning with her knowledge of finance and investing to provide comprehensive, insightful and detailed personalized planning for her clients. Tara specializes 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.
Tara graduated from the United States Air Force Academy and succeeded as a military officer meeting many challenges. She was an aircraft commander flying C-130 cargo aircraft in combat zones, managed logistical systems world-wide and taught biology to future Air Force leaders at the Air Force Academy. Tara’s problem solving, critical thinking and planning skills have been honed through real-world experiences and are now directly benefitting her clients with specially tailored portfolios. Tara understands the value of building a strong team of experts and knows how to lead the team to achieve success.
Tara decided to focus on innovative methods to support people in a client focused manner. An educator at heart, Tara enjoys taking time with people to learn their needs and desires. Then, she likes to clearly present and explain the options open to them in their wealth building process.
A life-long learner… Tara has a voracious appetite for knowledge that complements her real-world experience. She holds an MBA from the University of West Florida, an MS from Colorado State University, numerous financial series licenses, completed Undergraduate Pilot training, 2 senior level military leadership programs and locally is a Leadership Pikes Peak program graduate Class of 2011.
Tara believes… knowing your options greatly reduces stress because you can take positive steps towards your goals. Your financial future should not be an unknown outcome or a surprise!
Living her lifelong dream , Tara now actively competes her horses, Donzer and Ava in Dressage. Tara competes in the United States Dressage Federation, the Rocky Mountain Dressage Association and the United States Equestrian Federation. Tara is a Pikes Peak Therapeutic Riding Center board member and has donated a horse to the program. Tara lives with her husband, three horses and many barn cats on their 13 acre farm. In addition to being a superb horse husband, Kris, is a successful local businessman in Colorado Springs
In order for my clients to achieve the lifestyle of their dreams, I offer a comprehensive range of retirement planning services, savings options that permit both tax-deductible contributions and tax-deferred earnings, and a dedicated and knowledgeable staff to help with planning your retirement. In addition, I can assist you in developing your overall financial plan to achieve specific goals through targeted tools including 401(k) plans, traditional IRAs and Roth IRAs. I support businesses in their development of employee pension plans and educate plan manager and employees alike. Personal services adapted to individual needs. My services start with a Comprehensive Planning Review. My process has 5 steps to capture, analyze & update your financial plan as your life progresses.
What to Expect at Our First Meeting
1. At the first meeting new clients typically like to discuss one of the following 4 topics:
How do I raise my kids with wealth?
I am interested in creating my personal philanthropic philosophy?
How do I do this?
What are my option?
What are my 4 Estate Planning Must Do Now Issues?
I need help structuring my tax planning but don’t even know where to begin or what CPA to hire?
2. In addition to this discussion, you will receive a goal setting workbook to keep. What is the purpose of this workbook? It is an effectivecommunication tool to make sure you’re on the same page with your partner and yourself. It is surprising how revealing it can be to write your goals down on paper. To create an effective plan it is critical to uncover hidden goals and discuss obvious goals. The true alignment of purpose with yourself and your loved ones is the very first step of creating a successful wealth management plan. There is a summary page that consolidates your identified goals and we will use this list as the foundation for planning. Math is a simple, black and white tool to implement your investment plan.
3. Plan for 30 minutes for this first meeting.
List of Available Services
Businesses Services
— Individual 401(k) Accounts
— Business 401 (k) Plans
— Plan evaluations
— Plan manager education
— Employee education
Individual Planning Services
— Financial Planning
— Comprehensive Planning Review
— College Planning
— Estate Planning
— Trust Services
— Transfers to Beneficiaries
— Annuities
— Charitable Endowment Fund
— Charitable Partners Program
— Retirement Planning
— Individual Retirement Accounts (IRAs)
— Individual 401(k) Accounts
— Managed Accounts
— Asset Management Services
— Wealth Management Solutions
— Asset Allocation
