Financial Services for Individuals and Families

Plan for What’s Really Important

The security and protection of you and your family

Nexus Advisors has the experience and expertise to give you a fresh perspective on your current financial situation and your potential to build the future you desire.

Planning For The Future

At the heart of what we do, is helping you
plan for your future.

Most people have in mind what they hope to happen – such as kids going college, vacation home or retirement, but they often don’t plan for those things in a diligent way.

Nexus Advisors helps you think through many possibilities of what you may want, and are likely to encounter in your future. Then we put numbers and strategy to those hopes and dreams. It’s our desire to put your investment plans in place so that that “big day” comes, you are financially ready for it.

  • Comprehensive Financial Planning (fee-based)
  • Scenario Planning for Retirement (what-if)
  • Retirement Income and Investment Distribution Planning
  • Estate Planning (coordinated with your estate attorney, tax attorney, and/or CPA)
  • Charitable Giving
  • Divorce planning
  • Special needs planning

Protection Planning

You would want your family to be provided for if you were to die unexpectedly. You would want to support yourself and your family financially should you become disabled and unable to work. You would want to have long-term care, without placing a financial burden on your loved ones, if you were to live too long and need assistance.

  • Personal Insurance and Planning
  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Property and Casualty Insurance Through Strategic Alliances
  • Estate Planning (with your estate attorney, tax attorney, and/or CPA)

Wealth Accumulation

You will work most of your life accumulating wealth. Are you doing all you can to manage and protect it?

Nexus Advisors works to not only help you invest to build wealth, but also to protect it, with tax strategies and sound investment planning.

  • Investment Risk Analysis
  • Diversification Strategies
  • Tax Efficient and Pre-Tax Investing
  • Retirement Planning
  • Trust Services (through MassMutual Trust Company, FSB)

Leaving a Legacy

With sound financial planning, the wealth you build can last for generations, to help your children or grandchildren go to college, buy their first home, or to have a fund to help them realize their dreams. You can also leave a gift to your favorite charity, or allocate funds for your family business succession. Leaving a legacy is one of the most joyful and lasting parts of financial planning. It helps keep your memory alive, and benefits those you care about most.

  • Estate Planning (with your estate attorney, tax attorney, and/or CPA)
  • Charitable Giving
  • Fee-based Professionally Managed Accounts

  • Individual Securities (Stocks, Bonds)

  • Mutual Funds

  • Disability Income Insurance

  • Individual Retirement Accounts

  • Life Insurance

  • Long Term Care

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Assets Serviced (as of 8/23/18)
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Combined years of experience

True financial planning goes far beyond sound investment advice.

Nexus Advisors provides in depth advice, and offers a wide range of products and services, to help ensure you’re prepared for whatever life may bring.
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