Nolan Financial Information

As a leader in executive benefits for more than thirty years, Nolan Financial has specialized in the custom design, enrollment, funding and administration of nonqualified retirement plans for the benefit of executives of public, private and tax-exempt organizations. Nolan Financial distinguishes itself by the way we partner with our clients and the service we are able to provide to sponsors and participants. Independence and Culture: Independently owned and applying an open architecture philosophy and platform, for both plan design and funding, allows Nolan Financial the freedom to find the best solution for every client. Service and Administration: While most providers silo each department within their administrative structure, Nolan Financial utilizes a unique in the industry team-based administrative structure. Specialized service teams are assigned to each client and provide every aspect of administration and service. No outsourcing or traditional call center. This enables Nolan Financial to provide unparalleled accuracy and service for both plan sponsors and participants. Nolan Financial services: • Nonqualified Deferred Compensation Plans (NQDC) • Supplemental Executive Retirement Plans (SERP) • Bank Owned Life Insurance (BOLI) • Executives of Tax-Exempt Organizations (457 b/f) • Physicians and/or Executives Tax-Exempt Healthcare Organizations (457 b/f) • Supplemental Executive Insurance Plans - Life and Disability