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 a better charitable impact on my community, now and after I’m gone?
Start your new financial plan today!
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
401(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 (IRA)
Personal Insurance and Planning
Life Insurance
Disability Income Insurance
Long Term Care Insurance
Estate Planning
Charitable Giving
IRA Rollovers
Roth & Traditional Investment Products
Retirement Income Planning
Investments
Mutual Funds
Fixed and Variable Annuities
College Funding
Access to Securities Brokerage Services