Finding a trusted advisor is one of the most important elements of planning your retirement. Providing you with a fiduciary level of service means we are legally bound to always do the right thing for you and your family by only offering solutions that serve your best interest. Our commitment to you as a fiduciary is also an assurance to act with transparency throughout our relationship.
Our commitment to transparency ensures that each step of our work together is recorded and that every document and report are easily accessible to you. Not only does this allow us to track the evolution of your plan and make any necessary adjustments to it along the way, but you can always see we are acting in your best interest.
Our commitment to transparency ensures that each step of our work together is recorded and that every document and report are easily accessible to you. Not only does this allow us to track the evolution of your plan and make any necessary adjustments to it along the way, but you can always see we are acting in your best interest.
Services
Pete focuses on retirement planning and investment management. He helps his clients plan for important decisions they're faced with in retirement such as electing social security benefits, retirement benefits, and health care. He provides financial strategy and perspective that helps his client's achieve goals and be prepared for the unexpected.
You are entitled to a high level of proactive, courteous service from all advisors at Nexus Financial, LLC. You have the right to work with a trustworthy, dependable, independent financial advisor focused on your path to financial strength. Your financial advisor will develop a personal relationship with you through insightful communication highlighting our core beliefs, investment outlook, and management philosophy.
Retirement is a time to re-focus on family, friends, passions, and discover new interests. We can help you get on the right track financially so you can get the most out of the next chapter in life. However, in many circumstances, triggering your benefits at these ages may not maximize your lifetime benefit.
The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a proprietary Color of Money score. This short, interactive analysis is the first step on the road to retirement. We can design an investment strategy that is based on your goals and properly aligns you with the right amount of risk.
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.
Reviews (1)
Donna Harrison
Dec 02, 2016
Report
Nexus Financial has professional financial planners that will guide you to make your retirement successful. David has designed a comprehensive plan that has helped us to be able to retire earlier than we ever imagined. His expertise and guidance is comforting when making a life changing event such as retirement planning!
