Personal Financial Planning Services

Wealth Management Services for You and Your Family

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Plan for what’s really important today and in the future.

The best financial planning provides you with a big-picture perspective for all of your financial decisions. Each financial decision you make affects other parts of your life and how it will look in the future as well. Taking a comprehensive look at how you spend your money can sometimes reveal that your dollars are not aligned with what’s important to 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.

  • Fee-based Professionally Managed Accounts

  • Stocks, Bonds, and Mutual Funds
  • Disability Income Insurance

  • Individual Retirement Accounts

  • Life Insurance

  • Long-term Care

Start your new financial plan today!

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Planning for the Future

Beyond just retirement—it’s important to plan ahead for major life events and your personal goals.

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

Plan for Financial Security

Protect your family with a comprehensive strategy.

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 Management

You’ll spend a large part of your life accumulating wealth. Do everything 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)

Trust & Estate Planning

Make the most of your success and leave behind a legacy.

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.

  • Estate Planning (with your estate attorney, tax attorney, and/or CPA)

  • Charitable Giving

Clear a Bold Path

Toward Total Financial Health