Nexus Financial, LLC.
1545 Crossways Blvd., Ste. 250
Chesapeake, VA 23320
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.
In a technology driven world with a lot of information easily accessible at our fingertips it doesn't take long to find information on investing related topics. A wealth of information also brings many varying opinions and perspectives on what you should do with your money. The process of sifting through all the nonsense can seem very intimidating and leave you feeling unsure about your investment decisions. We can design an investment strategy that is based on your goals and properly aligns you with the right amount of risk. Through tailor made portfolios, forward thinking management, and dependable service, our goal is to alleviate you of uncertainty and stress.
It doesn't matter if you just started your family, or if college is around the corner next year. There are a few key questions that need to be answered. What are the best methods for stashing away money for college? What makes the most since from a tax stand point? Accessibility if my child doesn't go to college? Who can contribute? These are just some of the many questions that we can help answer on developing the best strategy for your goals.
- 529's - UGMA - Loan Assistance
- Brokerage Accounts - Life Insurance