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 Services
FINANCIAL ADVISOR AND PARTNER
EXG
provides a diverse portfolio of services to help support and deliver the results our clients desire. Meeting objectives, navigating around obstacles, streaming costs, and connecting the “dots” to create the vision can be an arduous task. We work diligently to provide the fundamental services that help drive results for our clients. Our team is focused and driven to align the right services to the overall objectives.
We strive to be a partner that listens, communicates and acts to support our clients as they work to move forward against the forces that may stymie their progression. Let us be your partner during this journey.
Financial Planning
To build a personalized financial portfolio that connects with a person's or business' goals and vision entails a strong foundation. In addition, it requires a plan that delivers results and outcomes. The foundation and plan are driven from financial planning. We work with our clients to create a plan that is succinct to desired vision. These components of the plan include and are not limited to the following:
- Spending plan creation
- Credit repair consultation
- Debt reduction
- Insurance protections
- Cash reserves/emergency savings
- Educational savings
- Tax – loss harvesting
- Retirement
- Second/vacation homes
- Estate planning
- Legacy planning
We work to create a plan by listening and understanding the current landscape of the client. Our recommendations and action plan are structured to meet the objectives and vision desired. We strive to be a value-added resource for our clients to help drive solutions and return.
Asset Management
EXG Nexus Solutions uses a goals-based approach to investing that combines both traditional finance and behavioral theory. The selection of investment styles for a client's particular portfolio is guided by the investor's goals and other challenges or preferences (e.g. risk/return requirements or tax implications). Using an asset allocation perspective, portfolio weights are determined through a mix of quantitative (such as statistics) and qualitative (such as potential asset-class behavior) analysis. This blend of analysis is designed to result in asset allocation portfolios that are more diversified than those derived from a purely quantitative, portfolio-optimization-based approach and may provide a better opportunity for success. To understand more about asset allocation click here.
Estate Planning
Estate planning is a very important component to our financial portfolio. Elements of estate planning entails components such as the following:
- Legacy planning
- Wills
- Beneficiary structures
- Non-durable and durable power of attorney
- Trusts (revocable/irrevocable)
- Tax strategies
- Business succession planning
We work with our clients to review and discuss these elements as well as other necessary building blocks to our financial portfolio. Estate planning entails an alliance and communication with the client's legal and tax advisers. We work with these partners to help build a solid plan aligned with the future goals of our clients. In addition, we create a template of tasks and actions to help build a personalized estate structure for your family and/or business.
Life Insurance/Annuities
Protection of our assets and the ability to meet our financial objectives are two of most important fundamentals of personal and business financial portfolios. EXG Nexus Solutions connect our clients to the appropriate insurance vehicles. These instruments can be used as a means to protect our income and assets in case of premature death or an extended lifespan with income needs. Life insurance helps to fill the gaps for additional protection whether for our family or business. We listen to our clients and help to create a financial plan to build an insurance structure that aligns with our wallet as well as our financial objectives.
Our organization educates and explains the differences in term and cash value products delineates the features and potential benefits of these products. Our general and insurance broker partnerships offer us the opportunity to provide a wide variety of insurance products from various branded insurance carriers. Life insurance and annuities offer the chance to have peace of mind as we build our financial nest egg.
EXG Nexus Solutions alliance with DSJ Advisors
allows us to bridge our financial services with an insurance broker who is committed to bringing value to its customers. Allow our team to not only help build your net worth but also protect the assets you worked so hard to create.
Advisory Services
EXG Nexus Solutions offers diverse advisory services to assist our clients with their personal finance and business needs. Our team consists of individuals with the expertise and skill sets that can support our clients with helping to build a plan that aligns with their overall vision. Business planning and retirement plans for businesses are a couple of the hallmarks of our advisory services. We are a chartered retirement plans specialist - CRPS®.; therefore, we can help construct the right retirement plan for your business - personalized for your estate planning and business objectives. We recognize that just having a good idea may not be enough. We consult with our clients to help build a strong foundation of the necessary building blocks to not only succeed but also to provide value to their client base.
Our hourly fee-based services are aligned with the client's needs. We strive to provide the services that are relevant to the client's goals and objectives. Efficiency and effectivity are the pillars of our advisory services.
Trusts
EXG Nexus Solutions offers fiduciary financial advisory trust services. We work with the trustee to build a financial portfolio that aligns with the objectives of the benefactor/trustee of the trust. We collaborate with the client and the individual's legal representative to build a financial portfolio that adds value to the needs of the beneficiary(s). These trusts can be revocable or irrevocable, personal trusts to special needs trusts. We have the expertise to assist our clients with the selection and types of trusts and the proper asset allocation based on the risk tolerance and the objectives of the client. Trusts can offer many value-added features and benefits to help protect assets, create a legacy and income. We can assist with this process.