Business Details
13 Years
experience
Your Trusted Partner for Financial Planning Solutions
At Nexus Financial, we elevate your financial journey through personalized, fiduciary-driven strategies. With 12 years of experience, our team specializes in investment management, retirement planning, and comprehensive financial consulting tailored to individual and business needs. We prioritize trust, integrity, and transparency, offering expert guidance to secure your financial future. Our services include estate planning, tax strategies, insurance planning, and college savings solutions. We are committed to delivering measurable results through continuous monitoring and adaptive financial strategies.By focusing on long-term relationships, we ensure clients navigate financial complexities with confidence. Our expertise in personalized investment solutions sets us apart in achieving client objectives. We welcome you to schedule a consultation and explore how our dedicated team can support your financial aspirations. With offices in Chesapeake, VA, we serve clients locally and beyond. Let us help you build a solid plan for lasting financial success.
Services
Investment Management
Retirement Planning
College Planning
Estate Planning
Insurance Planning
Tax Strategies
Details
- Year established: 2013
Highlights and features
- We offer 12 years of trusted experience in financial planning.
- Our team provides personalized financial solutions tailored to your needs.
- We employ expert financial advisors committed to fiduciary standards.
- We serve both individuals and businesses with comprehensive guidance.
- Our approach includes continual financial planning and adaptive strategies.
Services
Investment Management
Our investment management services create personalized strategies to maximize returns and mitigate risks. We analyze client financial goals and market trends to build tailored portfolios. With ongoing monitoring, we ensure investments align with evolving objectives, providing long-term growth and stability.
Retirement Planning
We develop customized retirement plans by assessing current financial status and future needs. Our strategies optimize savings vehicles like IRAs and 401(k)s, ensuring a secure post-career lifestyle. We address tax implications and income sustainability for long-term financial confidence.
Estate Planning
Our estate planning services protect assets and facilitate smooth wealth transfer to beneficiaries. We create wills, trusts, and advanced directives tailored to client wishes, minimizing legal complexities and tax burdens for heirs.
Insurance Planning
We evaluate insurance needs to safeguard families and assets against unforeseen events. Our solutions include life, disability, and long-term care policies, balancing coverage and affordability to provide financial security and peace of mind.
Tax Strategies
Our tax strategies minimize liabilities through legal deductions, credits, and investment timing. We coordinate with accountants to optimize after-tax income, ensuring compliance while maximizing financial efficiency for individuals and businesses.
People
David A. Wood
Co-Founder
David Wood co-founded Nexus Financial with a vision to empower clients through strategic financial planning. With extensive experience in investment management, he specializes in creating tailored solutions for long-term wealth growth.
Questions
What financial services do you offer?
We provide investment management, retirement planning, estate planning, insurance planning, tax strategies, and financial consulting tailored to individual and business needs.
How do you work with clients?
We begin with a consultation to understand your goals, then create personalized strategies. Our team continuously monitors and adjusts plans to ensure long-term financial success.
Are you fiduciary advisors?
Yes, we operate as fiduciaries, prioritizing your best interests in all recommendations and maintaining transparency in our advisory process.
How can I schedule an appointment?
Visit our website to book an appointment online or contact us directly at 757-777-3980 for a personalized consultation in Chesapeake, VA.
What areas do you serve?
While based in Chesapeake, VA, we serve clients nationwide through personalized financial planning and virtual advisory services.
Reviews (1)
Donna Harrison
Dec 02, 2016
Report
Nexus Financial has professional financial planners that will guide you to make your retirement successful. David has designed a comprehensive plan that has helped us to be able to retire earlier than we ever imagined. His expertise and guidance is comforting when making a life changing event such as retirement planning!
