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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 Mission 
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. 

Helpful Content

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

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Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

 

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Tips for Finding Care for Your Disabled Child

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Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Mastering Mobile Lingo

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Tax Freedom Day

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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Enter various payment options and determine how long it may take to pay off a credit card.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

No Cash, No Checks, No Problem

Peer-to-peer payment apps are one of the newest ways to send money.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

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