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.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Is your estate in order? This short quiz may help you assess your overall strategy.
This article may help you maximize the benefits of your donation for your chosen charity.
To choose a plan, it’s important to ask yourself four key questions.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Five phases to changing unhealthy behaviors.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much you have the potential to earn during your working years.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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.
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.
All about how missing the best market days (or the worst!) might affect your portfolio.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Here’s a quick guide to checking to see if you have unclaimed money.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Do you know these three personal finance sayings?
For women, retirement strategy is a long race. It’s helpful to know the route.