Nolan, Giere & Company offers a wide range of personal accounting services to help you optimize your financial well-being and meet life goals.
By building relationships with our clients, we learn what’s important to them and tailor our services and consultation accordingly. We offer personal wealth planning to help you map out your significant milestones and life goals. For instance, buying a new house for your growing family, saving for your children’s education, preparing for retirement and transferring your wealth to loved ones and charities.
Along the way, we can help you minimize taxes and keep more of what you earn.
Whether you transfer wealth while living, or make provisions for after death, Nolan, Giere & Company can help you plan carefully to accomplish your desires and goals.
We work closely with our clients and their other advisors, such as attorneys, trust officers, insurance agents and valuation experts, to design and implement strategies that meet your wealth transfer goals – and minimize estate and gift taxes.
Estate and gift planning services include:
• Estate and gift tax projections
• Gifting strategies
• Insurance planning
• Trust planning
• Valuation planning
Through personal wealth planning, Nolan, Giere & Company can help you create and implement strategies that will help you meet your and your family’s life goals. We offer a variety of wealth planning services that we tailor to your needs. Some of your objectives may be lifelong. Others may target specific events.
In both cases, we’re here to help you make better decisions aligned with the future you envision.
• Retirement planning
• Gift, estate and wealth transfer planning
• Education planning
• Charitable planning
• Investment management services (offered through Wealth Planning Corporation)
• Cash flow planning
• Stock option planning
• Deferred compensation planning
The experienced professionals of Nolan, Giere & Company have advanced degrees in taxation and decades of experience advising clients in tax matters of all kinds. They can help you develop effective strategies to minimize your tax liability.
We keep our clients up-to-date on changing tax laws, helping them make better, informed decisions.
• Personal tax planning and projections
• Personal tax reporting and compliance
• Estate and gift tax planning
• Research and review of complex tax issues