Why We're Different
Like many of our clients, you are someone who has worked with vigor to attain success and build wealth. While most people see financial planning services as a luxury, you do not. You understand that proper and adequate financial planning is a necessary requirement needed to help maintain, preserve, and grow your wealth.
Founded in 1991, Lee, Nolan & Koroghlian, LLC has been providing reputable, caring, and unprecedented financial services to our clients for over 30 years. Since our inception, our listen-first mentality has allowed us to gain deep understanding into the needs and goals of each one of our clients. Over 120 associates strong, our firm is comprised of well trained and experienced financial professionals, many of whom hold professional designations and advanced educational degrees. As such, our clients have access to a wide range of specialists and expert financial professionals.
As one of the largest and most advanced insurance and investment firms in the tri-state area, Lee, Nolan & Koroghlian, LLC has been able to develop and attract some of the best talent available in the financial services industry. Whether you need an advanced estate analysis, a well-rounded investment portfolio, or executive compensation and employee benefit plans, our renowned team of professionals can help.
Working exclusively with affluent families, executives, and business owners, Lee, Nolan & Koroghlian, LLC understands your unique lifestyle and what it takes to help ensure its ultimate preservation.
We are a team of experienced professionals, ready to help with your financial issues and concerns.
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Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth.
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Helpful Content
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Helpful Retirement Strategies for Women
Learn how to address the challenges that women face when planning for retirement.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
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Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Surprises
Making the most of surprises is a great reason to work with us.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Retirement Redefined
Around the country, attitudes about retirement are shifting.