Plan Wizard

Everything you need to know about the Nexus Plan Wizard

• Plan Wizard Step 1: Goals 
• Plan Wizard Step 2: Assumptions 
• Plan Wizard Step 3: Incomes 
• Plan Wizard Step 4: Accounts 
• Plan Wizard Step 5: Annuities 
• Plan Wizard Step 6: Insurance 
• Plan Wizard Step 7: Review & Submit 
• Transfers and Contributions
• Actual vs. Planned Entities