Our Services

At The Apex Group, we provide expert assistance in the following areas:

Retirement Planning

As a Registered Investment Advisory firm, Apex Advisory Group Inc. specializes in tailoring retirement plans on an individual basis. We have one goal: to prepare you for retirement, and everything that is involved with this process.

Our plan is to provide a foundation for growth and to focus on safely and securely protecting your future.

Investment Planning

Uncertainty leaves room for opportunity. At The Apex Group, we can solidify tomorrow by planning today. With our time-tested investment strategies, we’ll help you build long-term profitability through short-term planning.

Managing a 401(k), 403(a), 403(b), 457, IRA, Roth IRAs and/or SEP plans can seem complicated, but The Apex Group will make it simpler. We provide time-tested benefit strategies using managed techniques while limiting risks and lowering costs.

Long Term Care Planning

Life takes many unexpected turns. Be prepared for how you may live in your golden years with our long term care (LTC) planning options.

President Bill D. Smith is an LTC specialist, presenting workshops and education seminars on the subject, and has been endorsed by the Oregon Lions Club to provide workshops exclusively to their members.

Estate Planning

Plan not only for your future but what comes after. Our knowledgeable staff can help walk you through estate planning elements, like power of attorney and living trusts, as well as wills, medical directives and beneficiary designations. Clients can build a lasting legacy for their family with The Apex Group.

Workshops

Attend one of our lauded “Surviving Retirement Workshops” and learn about all of the complicated issues pertaining to retirement planning.

We teach people how to:

  • Minimize risk in an unstable economy,
  • Protect assets without purchasing long-term-care insurance,
  • Reduce or even eliminate tax on their Social Security,
  • STRETCH their IRA to provide a legacy to their heirs,
  • Discover the drawbacks of leaving money in their company’s retirement plan,
  • Reduce investment risk, lower costs and still meet their goals,
  • How to determine the difference between concentrating on returns they NEED versus returns they WANT,
  • As well as ROTH Conversions – should they or shouldn’t they.