nexus planning group
Your Partner In Prosperity
About Us
Everyone wants an easy explanation of their financial plan, which often collides with the complexities of the countless strategies available. Our goal is to put these entangled, and often murky pieces of the puzzle, into plain language to assure you can live the retirement you’ve always imagined. This is achieved by breaking down complex strategies into easy to understand language strictly through an educational process, which creates an action plan to proactively achieve your goals through a customized process tailored to your lifestyle.
Jared Record
Jared Record is the founder of Nexus Planning Group as a highly accredited financial advisor developing comprehensive financial plans for his clients for 17 years. He has an extensive background in working with people and business owners in all stages of their financial lives helping facilitate his clients to achieving their financial goals and aspirations.
Jared’s financial acumen and ability were honed by a degree in economics from Wheaton College in Norton, Massachusetts. Jared currently resides in Keene New Hampshire, and outside of the office he enjoys being involved in his community, playing golf, being on the beach or lake, skiing, and cherishing time spent with family and friends.
Why Choose NEXUS Planning Group?
What Sets Us Apart?
Most advisors promote themselves as experts in all things. But let’s face it, it’s not possible, nor should we pretend it is. Wouldn’t it be nice to have a centralized team of experts in their own discipline working together to ensure your financial plan is always aligned, and fluid with your goals so every moving piece of your plan is optimized to work for you – today and tomorrow and throughout retirement? We think so, which is why NEXUS Planning Group is different. You have a dedicated team of highly experienced specialists all working in your best interest—all at your fingertips. Our dedicated professionals are focused on every aspect of your plan with a goal of allowing you to live your best life. We achieve this through prudent council, supervision, tactful tax planning, and vigilant monitoring of your financial plan to ensure your plan is always aligned with your goals.
Our Mission
Helping you discover money you’ve been leaving behind inadvertently and unexpectedly, then using those dollars to propel your financial future, solidifying your goals without impacting your current lifestyle.
Experience the NEXUS
Planning Group
You are at the center of everything we do.
NEXUS Planning Group is committed to simplifying the complexities of planning so you can make more informed decisions about your life. No matter where you are along your journey, our team of experienced specialists are focused on the details of your needs, providing objective education, one-on-one guidance and comprehensive planning that goes beyond the traditional scope of financial advising to help you achieve the life you want.
What you can expect
We get to know you, your values and what you want in life.
One size does not fit all. Everyone’s situation is different. That’s why we take the time to get to know you and what matters most in your life. Together, we’ll get a clear understanding of your financial big picture and talk through what you want to achieve. We’ll also help identify potential gaps and opportunities in your current plan to fix it, or develop a new one with all goals and pain-points considered.
Make the right decisions with education curated just for you
Everyone wants an easy explanation of their financial plan, but how do you navigate the countless strategies and solutions available? And how do you know which one is right for you? Through education, personalized guidance and plain-language communication, we equip you with unbiased information so you can make decisions you can feel confident about.
Build, launch and optimize your action plan with a team of experienced specialists
Not one single person can be an expert in all things. But that shouldn’t be your problem. Nor should it stop you from getting access to the right specialists who can help craft and fine-tune your financial plan to ensure all the moving pieces fit together at all times.
We’ve built an independent network of highly experienced investment, legal, tax and insurance professionals who zero-in on your specific needs. With all hands on deck, we’re able to create a comprehensive financial plan that evolves as you do.
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