Financial Services

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

Business Services

Individual & Family Services

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?

Start your new financial plan today!

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Products & Services for Business Owners

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  • Business Planning

  • Succession Planning

  • Key Person Insurance

  • Employee Stock Ownership Plans (ESOP)

  • Investments

  • Retirement Income Planning

  • Financial Planning for Owners and Key Employees

  • 401(k)

  • Roth 401(k)

  • Profit Sharing

  • Defined Benefit Plans

  • Comprehensive Financial Planning (fee-based)

  • Estate Planning

Products & Services for Individuals & Families

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  • 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

Clear a Bold Path

Toward Total Financial Health