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.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Couples may be able to head off many of the problems in a marriage that money can cause.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Knowing the rules may help you decide when to start benefits.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your capital gains tax.
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.
The importance of life insurance, how it works, and how much coverage you need.
Agent Jane Bond is on the case, cracking the code on bonds.
Around the country, attitudes about retirement are shifting.
A special needs trust helps care for a special needs child when you’re gone.
Investors seeking world investments can choose between global and international funds. What's the difference?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Do you have causes that you want to support with donations? Here are three tips.