During your working life the focus is usually on career advancement and planning for things based on income from working. However, if you fail to plan for the next chapter of life in retirement, you put everything you worked so hard for at risk. Retirement is a time to re-focus on family, friends, your passions and discover new ones. We can help get you on the right track to a successful retirement and be prepared for your new life. 

Social Security maximization

Social security is a big concern for many Americans in these uncertain economic times. Many clients imagine triggering their Social Security benefits at one of three ages:

  • Age 62
  • Full retirement age (FRA), a specific age between 65 and 67 based on your birth year
  • Age 70

However, in many circumstances, triggering your benefits at these ages may not maximize your lifetime benefit. Instead, maximizing your lifetime benefit may be found by examining numerous filing scenarios and exploring advanced strategies.

Your customized Social Security Maximization report will let you know when and how to file for benefits to achieve your maximum lifetime income.

We are not affiliated with, or endorsed by, the Social Security Administration or any other government agency.

Retiring Workers

Small Business

Small Businesses mainly need to focus on business. This doesn't leave a lot of time for thinking about the retirement plan, how to retain key employees for the continued success of your company, or navigating the complicated waters of the new health care laws. It's nice to sit down with someone with the skill set to put it all in perspective and aline the right resources to make sure your business can be the best it can be.

- Health Plans      - Retirement Planning    - Investment Analysis    - Consulting
- Life Insurance    - Voluntary Programs    - Buy/Sell Agreements  - Bus. Overhead

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