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
Our Clients
PERSONAL & SMALL BUSINESS MANAGEMENT
Newbies/Late-comers
It is never too late to start. That is our belief. Through our experience, we have found that when a person feels undereducated that individual feels less confident. This lack of confidence many keeps our population on the sidelines as it relates to building a personal financial portfolio. Financial literacy is the subject many of today's newbies and latecomers lack. This dearth of education and exposure is the reason so many Americans have minimal or no retirement savings.
EXG Nexus Solutions enjoys meeting with financial ‘tyros” to help them control their financial reins. We begin by listening to understand. We share our knowledge and give them the data in order for them to make decisions. Our goal is to be a partner and advisor. We know that with education and confidence, individuals move to their own rhythm. We help to provide the education tools of personal finance as a means to lead to financial wellness. EXG Nexus Solutions recognizes that education leads to meeting and exceeding expectations.
Freelancers/Contractors
In today's, "gig” economy more individuals are working independently as their own business owners. We live in a growing world of entrepreneurship. This new economy also entails more individuals needing to create their own mobile platforms to offer security for the short-term and long-term. EXG Nexus Solutions can assist with assembling the right portfolio that provides retirement plan vehicles (e.g. traditional IRA, Roth IRA, SEP IRA, solo 401k), insurance products, tax mitigation strategies and investment vehicles that align with the client's profession. We help our clients to create a portfolio that allows them to focus their attention to their business. Let us be your partner and advocate assisting with your growth and success in this new economy.
Start-ups
EXG Nexus Solutions understand that every business needs a strong foundation in order to succeed. For new start-ups there a multitude of different “headwinds” that can act as roadblocks to the vision. Our team works with each start-up business by starting with a clean slate to understand who they are and how do they plan to impact and affect.
The right financial portfolio for a new business owner(s) is a necessary component for every business. Therefore, we focus our attention to creating a portfolio that aligns with the owner's mission and we proceed as acting as one unit. We do not control the reins; we work alongside our clients every step of the way. Our objective is to support with goal of increasing growth and longevity. We educate each start-up on the nuances of financial planning by presenting various types of retirement plans, insurance protections and tax-mitigation strategies. This education is used as means to help increase the bottom line and keep the most important asset – human capital. EXG Nexus Solutions has a deep affinity to assist start-ups so they can devote their energy and talents to fulfilling their dreams and vision.
Seniors
EXG Nexus Solutions work to help our senior clientele whether retired or future retirees navigate through the different headwinds (e.g. Social Security, Medicare, RMDs, legacy planning, income strains, and estate planning) that cause worry and concern. We believe that it is never too late to plan. There we work diligently with our clients to first to listen and to understand how they want to live and what concerns them. We believe that life and happiness does not end after 65, so we collaborate with our senior clientele to assemble a plan that connects to their goals.
Our team partners with our client's legal and tax representatives to ensure proper estate planning components are connected to the overall financial wellness of the client. Structuring the right mix of financial building to maintain assets and sustain income needs. In addition, we work to ensure the proper power of attorney platforms and other protections are placed to guard against senior abuse. Our mission is to work to provide peace of mind for our seniors so they can enjoy the fruits they work so hard to achieve.
Non-profits
Non-profits spend much of their time and resources working to meet the mission and objectives of their organizations. That focus in many cases affects the growth, longevity and outreach potential due to lack of business education and knowledge of resources that can potentially offer value. These resources and platforms can range from retirement plans such as 403b, deferred compensation plans to various group benefit options. As a chartered retirement plans specialist - CRPS®, we can help assemble and advise your 403(b) plan.
Non-profits recognize that maintaining and attracting quality talent are as important as soliciting and raising capital. EXG Nexus Solutions works with non-profit organizations by aligning their mission with the proper platforms and protections to help grow and build awareness. We recognize the importance and impact that non-profits bring to communities and individuals. Therefore, we strive to help each of them meet their objectives by offering the tools to help keep them sustainable and relevant.