Financial Services

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

Our advisors, products and services can help provide answers to these and many more questions you may have about your future:

  • Do I want to send my kids to the college of their choice?
  • What do I really want to do when I retire?
  • How long do I want to work?
  • What happens if one of us needs long-term care?
  • How would my spouse or I manage if one of us were to be disabled or die?
  • How much do we want to leave our children?
  • Who would take care of our minor children if something were to happen to us – and how would we fund their care?
  • Do we want to leave something to future grandchildren?
  • What would happen to my business if I became unable to work?
  • Who do I want to run my business when I retire?
  • How can I make better charitable impact on my community, now and after I’m gone?

Products & Services for Business Owners

  • Business Planning
  • Succession Planning
  • Key Person Insurance
  • Employee Stock Ownership Plans (ESOP)
  • Investments
  • Retirement Income Planning
  • Financial Planning for Owners and Key Employees
  • 40l(k)
  • Roth 401(k)
  • Profit Sharing
  • Defined Benefit Plans
  • Comprehensive Financial Planning (fee-based)
  • Estate Planning

Products & Services for Individuals & Families

  • Retirement Planning
  • Individual Retirement Accounts (lRA)
  • Personal Insurance and Planning
  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Estate Planning
  • Charitable Giving
  • Individuals with Special Needs Planning
  • IRA Rollovers
  • Roth & Traditional Investment Products
  • Retirement Income Planning
  • Investments
  • Mutual Funds
  • Fixed and Variable Annuities
  • College Funding
  • Access to Securities Brokerage Services