THE ROAD TO OUR VISION
ALWAYS BEGINS WITH A PLAN.
OUR TEAM IS HERE TO WALK THE PATH TO YOUR NEW TODAY.
TODAY
IS ALWAYS NOW. CALL US or EMAIL US TO BEGIN.
MOVE FORWARD
About Us
ABOUT EXG NEXUS SOLUTIONS
EXG Nexus Solutions LLC
is an independently registered investment advisor. As a fee-based independent fiduciary firm, our focus is to provide flexible, diverse and personalized platforms that align with the objectives of our clients. These platforms consist of services that range from asset management, financial planning, retirement planning, small business retirement plans (eg. 401k, profit sharing, SEPs and SIMPLEs)
as well as other various financial advisory services. Our chartered retirement plan specialist - CRPS®
can create the right plan that aligns with your business objectives as well as your own employer estate planning objectives.
EXG provides services that make sense to our clients. We believe that to move forward, we need to move together at the same cadence. Education and knowledge builds confidence and trust. We are motivated to be your trusted partner for the long term. Peace of mind comes with time and diligence.
“Life is too short to be small”, that's the mantra I've learned to live by and the concept that we deliver to our clients, like you. Understanding that to achieve our goals and objectives; both short and long entails risks and investments. To reach these goals entails creating a plan that is aligned with your wants and needs. We at EXG Nexus Solutions work diligently to assist our clients by offering diverse platforms and services to support and help guide our clients with the goal of exceeding expectations.
We recognize that every true relationship is built on trust, so we work to listen and to understand fully what our clients are looking to accomplish as well as overcome. A quality partnership relies on clarity, communication, and accountability. We welcome that challenge of being a true and trusted partner to our clients to help them put a down-payment on peace of mind.
- Investment Advisor Representative
- Chartered Retirement Plans Specialist - CRPS®
- Over 12+ years of financial planning and financial
services experience
- University of California, San Diego - B.S. Structural
Engineering
- University of Minnesota, Carlson School of Management -
MBA (Finance and Strategy)
- Securities Licenses - 6,7,63 &65
- Insurance Producer - Life, Health, Medicare (AHIP),
P&C
We believe that to build a solid financial portfolio entails a holistic approach – “the sum of the parts makes up the whole”. A well-balanced and diverse financial portfolio entails time and thought. It's a process that is dynamic and fluid because our daily lives are affected by dynamic and everchanging forces. To build the right portfolio for you, your family or business entails understanding the landscape of where you stand. It can be a game of “X” and “O” – defense vs offense. We are either investing in platforms to meet our objectives, purchasing insurances to protect our assets, developing tax – saving strategies to keep what we have or we are thinking about tomorrow and creating estate and legacy plans.
At EXG, we work with our clients to create a financial portfolio that aligns with our clients for the short and long term. From the beginning of creating a budget plan to the end goal of estate planning. These are the components to assembling a portfolio that offers the protections and growth essentials to help secure our family's and business' future. Let us partner with you to help build a portfolio that aligns with your objectives and has the protective attributes to help you maintain what you built.
