Nolan Morgan
Financial Advisor & Chief Executive Officer
Aerodyne Wealth Management
243 SW Scalehouse Loop Ste 1B
Bend, OR 97702, US
Professional Profile
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. Acting as his clients’ co-pilot, Nolan seeks to eliminate the stress of financial planning and simplify the process using Aerodyne Wealth Management’s Financial Flight Plan.
“We want people to rediscover their callings, hobbies and desires for the next 30 years of their lives,” says Nolan. “We take extra time getting to know our clients and give them permission to aim for something meaningful in retirement.”
Nolan is a seasoned professional. He brings over a decade of experience in financial services, with three of those years being under another wealth management firm in Oregon. This past year Nolan obtained his Series 65 license in order to branch out on his own as an independent Financial Advisor at Aerodyne. He is one of few Registered Social Security Analysts in the state of Oregon.
When not helping clients, Nolan provides health and lifestyle insights as a certified epigenetic health coach. He and his wife, Hilary, are in the process of obtaining their pilot licenses.
Real Stories from Real People
Most People Leave Money on the Table
96%
Don't Optimize
Very few people get all the Social Security they deserve.
$111,000
Is Lost
The average household is losing $111,000 in potential income.
1 Chance
To Claim
Social Security gives you one chance to get it right – forever.
Maximize Your Benefits
Discover important information for your situation.
Married
If you are married, you may be able to collect up to one-half of your spouse’s Social Security benefit. This won’t affect your spouse’s checks. Ask an RSSA® for details.
Divorced
If you are divorced and 62 or older, you may qualify to receive Social Security benefits from your ex-spouse — in addition to your own Social Security payments. Ask an RSSA® for details.
Widowed
If your spouse has passed away, you may be eligible for a survivor benefit. The extra money may be essential for you. Ask an RSSA® for details.
Single
If you are single, and solely responsible for your retirement, making the optimal Social Security claiming decision is particularly important. Ask an RSSA® about your options.
Self-Employed
As a self-employed person, you may be able to decrease your payroll taxes — yet still receive the maximum income from Social Security. Ask an RSSA® for details.
Disability
Social Security can provide valuable disability benefits if you qualify, but these benefits — and how you qualify for them — are often misunderstood. Ask an RSSA® for details.
Immigrant
If you are a lawful permanent resident, but not yet a citizen, you may still qualify for Social Security benefits. Ask an RSSA® for details.