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Business Services & Continuity Planning

Your business is one of your most important assets. You work hard to make it successful. At Nolan Wealth Management all aspects of our business services and continuity planning begin with your goals for the business and a thorough review of your current business plans. We then work with you to implement strategies that maximize your business’s continued success and ensure a successful transition or disposition of the business when that time comes.

We offer a full range of business and continuity planning services including:

  • Group benefits for employees
  • Qualified Plans/shelters from taxes
  • Fringe benefits opportunities and gaps
  • Disability income protection
  • Key Person Insurance/split dollar
  • Business valuation considerations
  • Business continuity planning
  • Secure client website with vault for electronic storage of documents

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