Account Access

This Privacy Policy describes how Nolan Financial and its affiliates (collectively referred to as “Nolan Financial Group”) collect, utilize and protect nonpublic personally identifiable information for current clients, former clients, and potential clients.  We are committed to maintaining the confidentiality, integrity, and security of nonpublic personal information for our clients, and we consider the protection of such information to be the fundamental of customer trust and overall sound business practices.

In the course of providing client services, Nolan Financial Group may obtain or have access to nonpublic personal information about its clients and potential clients, their employees, family members, trustees and other fiduciaries and other representatives. Nolan Financial Group maintains physical, procedural, and electronic safeguards to protect the privacy of every person whose nonpublic information it obtains or to which it is provided access. 

Nolan Financial Group maintains physical, electronic, and procedural safeguards to protect your nonpublic personal information. Such information may be stored in either hard copy or electronic format (or both).  We protect this information and use it to service your account(s). We utilize physical, electronic and procedural controls to protect information, and we regularly adapt these controls to respond to changing requirements and advances in technology. We limit access to nonpublic personal information to only those who require it to develop, support, offer and deliver services to you.

Nolan Financial Group offers several options for accessing your account information. You can review your information independently using your printed statements or our website. You may request that we update your information or speak to a representative by calling telephone numbers shown in other parts of this website.

Unless otherwise authorized by the plan sponsor or plan participant, Nolan Financial Group does not share nonpublic personal information about its customers with third parties for use in marketing their products or services. Nolan Financial Group may also share nonpublic personal information with our affiliates and third-party service providers performing services relating to your account. These third-party service providers are required by both federal and state law to maintain strict privacy policies.  In addition, these service providers are obligated by agreements with Nolan Financial Group to keep the nonpublic personal information we share with them confidential.

From time to time, Nolan Financial Group may be required to share nonpublic personal information with federal, state or local regulatory agencies.  Nolan Financial Group may also be required to share nonpublic information pursuant to a court order requiring disclosure in connection with a court proceeding that involves an account for which Nolan Financial Group provides services.

Privacy, security and service in our online operations are a cornerstone of our business environment for our customers. We utilize the safeguards described in this Privacy Policy, along with firewall barriers, authentication procedures, data encryption and other means, to maintain the security of your online session and to protect your accounts and our systems from unauthorized access.

The Nolan Financial Group participant and plan sponsor website is located at  By using this website, you agree to abide by the Terms and Conditions that may from time to time be posted on the website. If you do not agree to these terms and conditions, you should not access or use the website. 

Nolan Financial Group does not collect nonpublic personal information from you as you browse this website, other than as described in this paragraph. We collect account-related information that you submit on this website, such as updated personal information provided as described above, and trade and transactional activity in your account. We may also collect information from your use of planning tools available on this website to facilitate your use of those tools, however this information is not stored nor is there an ability to track this information to a particular website user.  We gather and analyze data regarding the use of this website, including domain name, pages visited, length of user session, etc., to help us with the planning of technical upgrades that can make this website more accessible to visitors, and to record the date and time of your visit to this website.

We may utilize “cookies” for security purposes, to facilitate website navigation, and to personalize your experience on this website. Internet “cookies” are messages that a web server gives to your web browser in connection with your visit to a website. The message contains information, in the form of lines of text, that is then stored on your hard drive. When you click on a hyperlink, the website transmits a cookie to your browser; when you return to the page or website that transmitted the cookie, the information is transmitted back to the website’s server. We do not use cookies to store confidential or sensitive information on your computer, or to capture your email address, obtain data from your hard drive, or gain confidential or sensitive information about you.

If, in interacting with this website, you actively transmit to us, by electronic mail, information such as your email address, your account number, or information concerning your account, to enable you or us to perform certain services, we will retain the content of the form or email, the email address and our response. This allows us to keep a record of our contact and provide you with the product, service or information that you may have requested.

Nolan Financial Group may collect and use data regarding visitors’ usage of this website for editorial and feedback purposes, for statistical analysis of visitors’ behavior, for product development, for content improvement, and to customize the content and layout of this website. This data regarding usage of this website is maintained on an aggregated basis, without identifying information.

This website contains links to other websites and other websites may link to this one.  Third parties providing services to plan participants through Nolan Financial Group’s website may access via this website nonpublic personal information from Nolan Financial Group databases, but only with plan participant’s and/or plan sponsor’s prior written authorization. Linked websites may contain privacy or confidentiality provisions or security measures that differ from those provided on this website. Nolan Financial Group is not responsible for such provisions or measures, and expressly disclaims any and all liability related to such provisions.

Nolan Financial Group may from time to time make available mobile applications (“Apps”) to allow you to access your account using wireless and mobile devices. This Privacy Policy applies to any nonpublic personal or other information that we may collect through Apps.

If you have questions regarding Nolan Financial Group’s Privacy Policy, please contact us at (301) 907-9500.

Nolan Financial Group reviews this Privacy Policy periodically and may make changes or update this policy at any time and from time to time with or without prior notice. Any changes will be effective upon posting to the website.

Persons who access the Nolan Financial Group website’s do so at their own initiative, and are responsible for compliance with all applicable laws and regulations.

Revised 08/17/2017

© Nolan Financial Group 2017 – 2018.  All rights reserved.