The Nolan Financial Solution Process
Since executive benefit plans operate in a constantly changing environment, they must be dynamic. We take great care to understand our clients’ business processes, culture and objectives, so that our solutions not only help meet their financial goals, but also fall well within legal and ethical boundaries.
Custom Plan Design
Plan design at Nolan Financial is open-ended as we have no pre-defined templates. We work closely with our clients to define the needs of the organization and its plan participants. As part of the plan design, we can survey management regarding perception of the current benefit plan followed by interviews of sample participants.
Nolan Financial performs a comparison of the features and benefits of each available investment option. Since Nolan Financial is independent, it has the luxury of being able to provide to the client a wide range of options with increased cost efficiency.
Nolan Financial can help your organization from the initial discovery phase through ongoing plan recordkeeping.