Expertise for Today.
Confidence for Tomorrow.
Your Full Financial Picture—Unified & Simplified
Experience financial guidance that goes beyond investing. Nexus One coordinates all facets of your financial life, combining deep expertise with a disciplined, caring approach to help you build a secure present and future.
Bringing Clarity to Your Complete Financial Picture
Financial decisions are easier when every piece fits together. Our holistic approach brings clarity to complex choices, so you can see—and achieve—the full potential of your financial future.
Focused on Your Financial Journey
At Nexus One, we tailor strategies to fit your entire financial life–helping you make confident decisions through every stage, no matter where you are today or where you want to go tomorrow.
Below are the three key phases we guide you through on your journey to financial well-being:
1. Accumulation
Building and Growing Your Wealth
This phase is about setting a strong foundation. We help you maximize savings, manage debt, and develop investment strategies tailored to your goals. Wherever you are in your career, our disciplined approach ensures your assets are working efficiently for your future.
2. Protection
Safeguarding What You’ve Built
Life can be unpredictable, so protecting your wealth and income is essential. We help you navigate risks and prepare for life’s unexpected events through estate planning, tax strategies, and thoughtful risk management, all designed to keep you and your family secure now and into retirement.
3. Legacy
Planning for What Comes Next
Legacy is about more than passing on assets; it’s about preserving your values and providing for those you care about. We guide you through estate planning, wealth transfer strategies, and charitable giving—so your legacy reflects your life’s priorities.
The Nexus Life Plan: Your Holistic Financial Roadmap
It all starts with you. At Nexus One, your goals, values, and dreams sit at the center of every decision. The Nexus Life Plan connects each piece–investments, taxes, estate, and more–around what matters most to you.
Investment Management
We value growth but believe protecting your principal is essential. Our strategy will be tailored to you and considers key factors like provisional income, helping determine your tax bracket and how your Social Security benefits may be taxed. This approach will help you weather any market and keep your plan on track.
Tax Planning
Tax diversification isn’t one-size-fits-all. We design personalized approaches to help minimize your future taxes on your income, Social Security, Medicare, and RMDs, so you keep more of what matters.
Cashflow
Our process starts with a Comprehensive Cashflow Plan, making sure your income lasts as long as you need it. Together, we chart a clear course to help achieve your retirement goals.
Recreation & Interests
Dream big for your next chapter. We build your financial plan around those dreams, helping you see the world or pursue the passions that fuel your happiness.
Large Purchases
Thinking of downsizing, investing in a second home, or pursuing a dream purchase? Big decisions deserve the right strategy. We guide you in making confident choices that fit your long-term vision.
Estate Planning
We understand that estate planning isn’t just paperwork—it’s about your legacy. We help keep your plan current, working alongside your estate expert so everything is ready, whenever life changes.
Social Security
Filing for Social Security is a big decision. When—and how—you file matters. We break down your options and help you choose a strategy that fits your timeline and maximizes your benefit.
Medicare
Medicare doesn’t have to be confusing. We’re here to help you navigate Medicare’s complexities, including enrollment and coverage choices, while guiding you in strategies to reduce IRMAA and minimize your Medicare costs—ensuring you get the benefits and care you deserve.