Your Financial Flight Crew

"We find that most people can't explain what their retirement plan actually is, which usually leads to stress or worry when they wake up at night thinking about it, hoping that the ‘professionals’ know what they are doing,” says Nolan. “We want clients to feel like they can actively participate in understanding the retirement planning strategies."

As a Financial Advisor, Nolan finds satisfaction in many areas of his job, but none more than helping clients gain greater financial clarity so they can feel empowered to pursue their goals. He believes retirement planning should not be mysterious, overly complex or overwhelming. Instead, it should be an enjoyable process where clients feel engaged and have a firm enough understanding of their plan. "Ideally, our clients should be able to explain their retirement plan to someone else with ease," he says. Acting as the client's co-pilot, Nolan seeks to eliminate the stress of financial planning using Aerodyne’s Financial Flight Plan.

"It's one thing to say a core value is transparency, but it's another thing to walk that out. We make sure our clients know their investment risk, that they know their fees, and we talk about them annually," he says.

“Furthermore, we want people to rediscover their callings, hobbies and desires for the next 30 years of their life. We aim to take extra time getting to know our clients and give them permission to aim for something meaningful in retirement.”

For over a decade, Nolan has been developing his skill and knowledge of the financial industry, including income, taxes, health care and legacy planning, so clients can spend their time focusing on what really matters. He also holds the Registered Social Security Analyst (RSSA^®) designation.

“There's nothing better than seeing our clients let go of the stress they've been holding onto for years, no longer worrying if they have enough money to retire. We want to take what were once complicated financial concepts and make the retirement process easier to understand for people of all ages and backgrounds.”

Nolan and Hilary love being members of the Central Oregon community, so much so that they have spent the last three years convincing all their family members to join them here in the Cascade region, where Nolan’s parents honeymooned 40 years ago. They aim to play a vital role in the further development of the area for years to come. Away from the office, Nolan is passionate about healthy living and is a certified epigenetic health coach providing health and lifestyle insights based on scientific gene expression calculations. Nolan and Hilary have individually fostered a lifelong interest in aviation; the evolution of their firm's flight theme is a direct result of this shared passion, and they are in the process of pursuing their private pilot licenses.

The designation RSSA^® (Registered Social Security Analyst^®) is a registered trademark owned by NARSSA, The National Association of Registered Social Security Analysts Ltd. The National Association of Registered Social Security Analysts, Ltd. has no affiliation with the Social Security Administration or any other government agency.