Our Services

Nollette is in the business of Building Financial Foundations for Life! This is accomplished through wealth management, professional tax preparation, and financial planning for reductions in future tax liabilities and subsequent expenses all within the structure of governing laws.

• Financial Planning:

Building and preserving your personal wealth requires specialized attention. A recent study suggests... "Thirty-nine percent of all workers think they need to accumulate at least $500,000 by the time they retire to live comfortably in retirement.  Nineteen percent feel they need between $250,000 and $499,999, while 31 percent think they need to save less than $250,000 for a comfortable retirement. Workers who have performed a retirement needs calculation are more than twice as likely as those who have not (25 percent vs. 10 percent) to expect they will need to accumulate at least $1 million before retiring." Planning your financial future makes more sense than living day-to-day in today's ever-changing environment. At Nollette, you get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.

• Income Tax Filing:

Nollette Financial provides solutions for taxpayers with simple to complex tax situations. Simple returns may   include just one W-2. While more complex returns may have several capital gain transactions, some interest income, or a rental property. Additionally, upon completion of filing your current year's tax return through Nollette's tax service, taxpayers will be placed in a position to be selected to receive a  financial plan at a discounted rate via Nollette Financial's charitable financial planning process. In most cases, preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.

• Wealth Management:

The cornerstone of Nollette's professional wealth management philosophy hinges on the creation, growth, and   preservation of wealth. Alpha is a common measure of the success of a portfolio manager's performance relative to specific benchmarks or market indices. Research suggests that only a small percentage of portfolio managers are successful at outperforming similar market index funds. Another recent study lends to the conclusion that the factors leading one to find investment managers whom consistently outperform their benchmarks are difficult, if not impossible, to quantify in an easy to understand manner. This brings up a significant problem that affect many people across the country and around the globe. That is... how to invest wisely in both preservation and growth of wealth. The solution? Nollette's actively managed indices investment approach!