Bringing Your Financial Plan to Life
Located in the beautiful town of Northborough, a suburb of Central Massachusetts, Nexus Financial Group provides wealth management, retirement income planning and financial planning services to individuals, families and small business owners.
As you move from a wealth accumulation phase, to taking retirement income, to transferring your wealth, we help you navigate each financial milestone and manage associated challenges.
Our sole purpose is to guide you through the financial planning process in order to help you achieve your lifetime financial goals and experience an enjoyable retirement.
Tailored, Client-Centric Service
We approach all new relationships with a detailed conversation about you goals, dreams and financial obligations. Once we have a thorough understanding of your complete financial life, we then provide personalized advice and comprehensive financial solutions to help you achieve your goals. However, we don’t stop there. We continue to monitor your progress and help you make adjustments along the way, bringing you closer to achieving your financial goals and living the retirement lifestyle you envision.
Take the Next Step in Bringing Your Financial Plan to Life
Schedule a private, complimentary financial consultation.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
It may help your business be better prepared in the event of the death of a principal or key employee.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
This calculator can help you estimate how much you should be saving for college.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Learn how to harness the power of compound interest for your investments.
What are your options for investing in emerging markets?
Taking your Social Security benefits at the right time may help maximize your benefit.
All about how missing the best market days (or the worst!) might affect your portfolio.
A bucket plan can help you be better prepared for a comfortable retirement.
That big list of dreams and goals isn't the only way to look at your bucket list.