Bringing Your Financial Plan to Life
Jeanine M. Beratta and the team at Nexus Financial group provide financial planning services for individuals, families, and small business owners.
Your Wealth Advisor
Meet Jeanine M. Beratta
Jeanine has been working in the financial services industry for more than 14 years. She specializes in comprehensive wealth management and financial planning. Jeanine works closely with her clients to develop a cohesive financial strategy that starts before and continues through retirement.
Jeanine prides herself on work she has done with families who have dependents with special needs. She also works with clients who are interested in socially-responsible investing.
Focused On You
Our sole purpose is to guide you through the financial planning process in order to help you manage your lifetime financial goals and experience an enjoyable retirement.
Located in the beautiful town of Northborough, a suburb of Central Massachusetts, Nexus Financial Group provides wealth management, retirement income planning and financial planning services to individuals, families and small business owners.
As you move from a wealth accumulation phase, to taking retirement income, to transferring your wealth, we help you navigate each financial milestone and manage associated challenges.
Pursue Your Financial Goals
Tailored, Client-Centric Service
We approach all new relationships with a detailed conversation about you goals, dreams and financial obligations. Once we have a thorough understanding of your complete financial life, we then provide personalized advice and comprehensive financial solutions to help you pursue your goals. However, we don’t stop there. We continue to monitor your progress and help you make adjustments along the way, bringing you closer to managing your financial goals and living the retirement lifestyle you envision.
Financial planning is more than just investing
The Planning Mindset Podcast
Financial planning encompasses more than just investing; it’s about ensuring financial growth to support a comfortable retirement and prevent the risk of depleting funds.
Critical elements of a comprehensive plan include tax savings strategies, estate planning, business succession, dependents’ care, and understanding government benefits like Social Security and Medicare. Additionally, long-term care planning and strategic asset allocation are crucial for making informed distribution decisions during retirement.