About Noll & Co.
Our client base is diverse, consisting of individuals, retirees, business owners, partnerships, and investment groups. While their makeup and interests may differ, our objective never changes, to help our clients achieve their goals, whatever they may be.
Working closely with our business clients, we take the time to:
- Understand their goals
- Review their entity’s legal structure
- Develop a business plan
- Create an individual plan for the owners
- Establish measurement criteria
- Communicate frequently to monitor progress
For individuals, we take a similar approach but focus more on taxes, financial plans, college needs, retirement, long term care options, estate plans, wills, and trusts.