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.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
For some, the social impact of investing is just as important as the return, perhaps more important.
Purchasing homeowners insurance is critical for protecting your home.
There are ways to improve your physical fitness without denting your fiscal fitness.
Keys to preparing to grow wealthy together.
A four-step framework for building a personal legacy.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to better see the potential impact of compound interest on an asset.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
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Investors seeking world investments can choose between global and international funds. What's the difference?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
For women, retirement strategy is a long race. It’s helpful to know the route.
Do you have causes that you want to support with donations?