Financial Planning Services For Business Owners

Our Business is Protecting Yours

See How We Help

No business plan is complete without a financial strategy
for the unexpected.

We know that business owners put their blood, sweat and tears into their business, and do whatever it takes to ensure its growth and success. It’s crucial to have a succession plan ahead of time and put basic protections in place to help ensure that their business can and will succeed, even if you were to step out of the picture.

Your Nexus Advisor will show you what options make most sense to help protect your business continuity, regardless of what happens, and build financial plans for your family and key employees.

Business Financial Planning

What purpose is there in putting your heart and soul into your business, if you never fully enjoy the results of your hard work?

With good planning, and sound strategies in place, you can help ensure that you and your family accumulate wealth, and can live the life you choose, both now and after retirement.

  • Comprehensive Financial Planning (fee-based)

  • Estate Planning

  • Investments

  • Retirement Income Planning

 Protect Your Business

If you find it hard to step away from your business for a little vacation time, imagine what would happen if you became unable to work?

It’s very important to protect your business from the temporary or permanent loss of you, a partner, or key employees. Business planning will go a long way to give you peace of mind about the future and secure the things you’ve worked hard for.

Nexus Advisors will help you with:

  • Exit Planning

  • Succession Planning

  • Buy/Sell Planning

  • Key Person Insurance

Employee Retention

Any good business owner knows that good employees are an indispensable asset.

You likely have at least one employee, and probably several, who are the engines keeping your business running each day. Make sure you’re taking good care of them, and are protecting your business from losses if they should leave or be unable to work.

Nexus Advisors provides coordination of services in the areas of:

  • Financial Planning for Owners and Key Employees

  • Executive Benefits for Select Employees

  • Employee Stock Ownership Plans (ESOP)

Plan for Retirement

Start now to secure your future and make a plan to have total financial health after you’ve retired.

Nexus Advisors can help your business with these corporate benefits for owners and their employees with their unique financial vision in mind. Set up or improve on your existing benefits package with retirement and profit sharing options.

  • 401(k)

  • Roth 401(k)

  • Profit Sharing

  • Defined Benefit Plans

  • Retirement Income Planning

Start your new financial plan today!

Contact us

How Can a Business Financial Planner Help Me?

Ask yourself these questions:

How do I plan financially so that I can travel more, spend time with family and have more life/work balance?

What happens to my business when I retire?

What would happen to my business if I, or my partner, were to suddenly become disabled or die?

What would happen to my family if I could no longer work?

Who would I want to run my business if I couldn’t?

Have I done enough to attract, retain and reward my key employees who are critical to my business?

If you’re not able to confidently answer these questions, we’re here to help.

Clear a Bold Path

Toward Total Financial Health