Nexus Financial, LLC.
1545 Crossways Blvd., Ste. 250
Chesapeake, VA 23320
757.777.3980

saving for college

1. What are the best methods for stashing away money for college?

2. What makes the most since from a tax stand point?

3. Accessibility if my child doesn't go to college?

4. Who can contribute?

There are many questions like these that we can help answer to develop the best strategy for your goals.

- 529's                            - UGMA             
- Brokerage Accounts      - Life Insurance 

Color of money risk analysis

Portfolio management

We can design an investment strategy that is based on your goals and properly aligns you with the right amount of risk. Our goal is to take the worry out of investing and make your money work smarter for you.

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.