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Services

Financial Planning

Planning is the first and most important step in helping clients create a map to achieving their life goals. We use the plan to insure that the client's desires are reached without any bias. We offer:
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  • Customized financial plans that provide guidance to fully live our lives today while preparing for a comfortable retirement.

  • Plans for the distribution phase of retirement, to create a tax-efficient, lifetime "Personal Paycheck".

  • Life Insurance Analysis to utilize this "Financial Swiss Army Knife" for legacy planning as well as for it impressive tax efficient growth and distribution properties.

Retirement Solutions

 

Retirement planning is about finding the most effective way to generate funds to live a retirement lifestyle on your terms. Money is a necessary resource. It is a means to reaching the quality of life one chooses. 
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Our advisors work with you to use every tool in the box to most effectively grow and protect your retirement assets. We believe that the first rule of later-stage retirement planning is, "don't loose money".  

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Building a retirement nest egg is very different than efficiently distributing that nest egg over one's  retirement lifetime. Our plans creatively account for both.

Insurance & Annuities

Insurance and Annuity products are connected by the primary goal of protecting families from unforeseen risk. Life, disability income, and long term care insurance protect against the loss of income and / or unexpected increase in expenses from illness or injury. Annuities on the other hand protect again financial loss from market downturns and taxation while offering guaranteed lifetime income payments.  They are all designed to protect us again the "What ifs..." in life.
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Our advisors and colleagues are specialist is using the numerous types of available Annuity and Insurance products in combination with your overall portfolio to increase the probability of reaching your financial objectives.
 

Protected Assets & Tax-Advantaged Concepts

 

It would be foolish to go into a big game and leave half your team in the locker room. There is no "bigger game" than our financial lives. It would be even more foolish not to take advantage of every reasonable option to win that game. 

  • There are options that can provide tax-free growth and income.

  • There are options that can provide market level interest while preventing loss from market downturns. 

  • There are options that combine the powers of compound interest and actuarial science to significantly increase retirement income.

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Just imagine having a portfolio with competitive growth potential, guarantees against market loss, elements of tax-free growth and guaranteed lifetime income. How would these elements make you feel during retirement?

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ASK US ABOUT THE DETAILS...

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Executive Benefits & Business Owner Planning

 

The spirit and determination that runs through the veins of top corporate executives also flows within successful business owners. We have found that the focus and hard work demonstrated by successful executives and business owners is frequently part of the reason that they need our help. The focus needed to be successful in their businesses leaves little time to focus on their own personal finances. 
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Both groups have unique opportunities available to them that may provide  for significant growth and tax efficiencies. Both groups frequently have unique concerns and issues common to their level of achievement.

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Our advisors are always extremely excited to work with clients to analyze and resolve their problems and to uncover the opportunities available to them.
 

Seniors Services

 

Nexus Financial Solutions, Inc. is proud to offer a special division dedicated to working with our Seniors. Members of our more senior community have unique needs and challenges ranging from Medicare questions, to Social Security, to life insurance needs. We offer the following to our Most Honored Citizens:

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  • Traditional Life Insurance Services

  • Guaranteed-Issue Life Insurance Services

  • Long Term Care Insurance

  • Medicare Supplement

  • Medicare Advantage

  • Retirement Solutions

  • Legacy Planning

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