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.
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Acres of Diamonds
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Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine your potential long-term care needs and how long your current assets might last.
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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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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You’ve made investments your whole life. Work with us to help make the most of them.