Life can be pretty hectic at times, and it's hard enough to stay on top of everything you have to do on a daily basis. That being said, the thought of planning for college, retirement, or even for your legacy when you are no longer here can seem like a lot to take on. Not to mention, it's tough to even know what to do. Unfortunately, this is why often times these things get put off until it becomes an issue, and then it's too late. Let us take this burden off of your shoulders, and put together a solid plan for your future. Our plans are tailored to provide you with what you need, and help you achieve what you want. Depending on your situation, a financial plan can be very detailed and complex, or it can be relatively simple. The bottom line is that you have a plan.
Our plans include:
-retirement income planning
-social security maximization
-special needs planning
*This service is for a flat fee, which is determined upon assessment of your situation. Contact us for an appointment.
The word "wealth" to most people implies having a lot of money. However, wealth is completely relative. It doesn't matter if you have a little money, or a lot of money, it has the same level of importance to your life. We treat everyone we meet the same, with that simple fact in mind. This is why we don't have any account minimums for our wealth management platform like a lot of the big firms do. Our main focus is solely to make you money, whatever the amount may be.
We utilize a wrap fee based platform for a couple of reasons. The first being, it makes sure that everyone involved is on the same side of the table. Our income as your advisor is directly correlated with how well your account is doing. Since our fee is a percentage of the value of your account, you can rest assured that we only want your account to increase. This incentivizes us to only make investment decisions that benefit the performance of your account. Traditional brokers who operate on a commission per transaction basis don't have this same incentive, because they get paid the same amount each trade they make regardless of their performance. The second reason being, depending on the size of your account and level of trading activity, you could experience a long term cost savings in management fees.
Each client is unique and has their own objective, and level of risk that they are comfortable with. We have portfolios for every risk tolerance. Also, we will work with you to create a customized strategy if there is a specific goal, or investment interest outside the scope of our main portfolio options. All of these portfolios have the same objective, which is to outperform their benchmark. We look at the major broad indices to gauge how well the market is performing as a whole, and use these to set benchmarks for performance. We don't promise huge, unrealistic returns, we strive to consistently beat the market year over year.
*This service is for a fixed annual percentage of assets under management, which is determined upon portfolio selection. Contact us for an appointment.
NEXUS WEALTH MANAGEMENT
Fee-based financial planning and investment advisory services are offered by Nexus Wealth Management, LLC, a Registered Investment Advisor. Insurance products and services are offered through Nexus Financial, LLC. Nexus Financial, LLC and Nexus Wealth Management, LLC are affiliated companies. All written content on this site is for information purposes only. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state of Virginia or where otherwise legally permitted. Interactive Brokers LLC is a registered Broker-Dealer, Futures Commission Merchant and Forex Dealer Member, regulated by the U.S. Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC) and the National Futures Association (NFA), and is a member of the Financial Industry Regulatory Authority (FINRA) and several other self-regulatory organizations. Interactive Brokers does not endorse or recommend any introducing brokers, third-party financial advisors or hedge funds, including Nexus Wealth Management, LLC. Interactive Brokers provides execution and clearing services to customers. None of the information contained herein constitutes a recommendation, offer, or solicitation of an offer by Interactive Brokers to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Interactive Brokers makes no representation, and assumes no liability to the accuracy or completeness of the information provided on this website.
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