Get To Know Us
Your financial world is more than numbers.
At Nexus Planning Group, we help turn complex, high-stakes financial concerns into clear, coordinated strategies. You won’t get hype or pushy sales here—just honest conversations backed by modeling, math, and decades of experience.
We’ll map out a strategy designed to hold strong no matter the market, legislation, or life changes.
What should you expect?
Here’s our process:
Diagnostic Discovery
We assemble a single, living balance sheet that captures salary, business revenue, pensions, real estate, and debts, revealing gaps before they become liabilities.
Precision Design
Using tax-efficiency modeling and carrier analytics, we select the mix of annuities, cash value life insurance, and risk transfer coverage that meets your cash flow and legacy goals with the least after fee, after tax drag.
Ongoing Stewardship
Quarterly strategy reviews with our CPA and attorney partners* keep your plan synchronized with new legislation, interest rate shifts, and family milestones to help ensure your financial plan is aligned with your goals.
Guiding values—translated into client advantages
Transparency Before Transaction Recommendations are product agnostic; you see every quote and carrier rating before a decision is made.
Information Over Persuasion We model each option side by side so you understand trade offs in black and white.
Data Over Hype Stress tests and tax projections replace sales stories, giving you quantifiable confidence.
Meet the founder of Nexus Planning Group
Jared Record
Jared founded Nexus Planning Group after two decades of refining insurance and legacy strategy, from five foundational years at New York  Life to an independent practice built on unbiased recommendations.
A former collegiate baseball player whose career ended with a torn rotator cuff, he turned a personal “what now” moment into a mission: equip clients with the clarity and protection he once lacked.
Today his reputation for diligence and follow through spans New England and beyond.
Start planning today
Our team is ready to help you build your tax-efficient income plan.
