Financial Services for Business Owners

Our Business is Protecting Yours

Let nothing disrupt your growth or continuity

Most business owners put their blood, sweat and tears into their business, and do whatever it takes to ensure its growth and success. And yet, many overlook putting basic protections in place to help ensure that their business can and will succeed, even if you were to step out of the picture.

Ask yourself these important questions:

What if I want to exit my company and retire?

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 running my business if I couldn’t?

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

asset protection for business owners

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.

Nexus Advisors will help you with:

  • Business Planning
  • Succession Planning

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
  • Key Person Insurance
  • Employee Stock Ownership Plans (ESOP)

retirement planning for business owners

Plan For Retirement

Nexus Advisors can help your business with these benefits for owners and their employees with their unique financial vision in mind.

  • 40l(k)
  • Roth 401(k)
  • Profit Sharing
  • Defined Benefit Plans
  • Retirement Income Planning

Helping You Reach Your
Financial Goals

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.

  • Comprehensive Financial Planning (fee-based)
  • Estate Planning
  • Investments
  • Retirement Income Planning

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

Your Nexus Advisor will show you what options make most sense to help protect your business continuity, regardless of what happens.
Our experience and customer-centric financial services have allowed us to serve our clients for more than 10 years
Assets Serviced (as of 8/23/18)
Combined years of experience
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