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. 

- 401k Rollovers & IRAs            - Withdrawal Strategies               - Tax Planning

- Pension Optimization            - Social Security & Medicare         - Estate Planning 

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