Retirement Planning
As a financial Advisor Representative, the Apex Group specializes in tailoring retirement plans on an individual basis.
Investment Planning
Uncertainty leaves room for opportunity. At The Apex Group, we can solidify tomorrow by planning today.
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.
Estate Planning
Plan not only for your future and what comes after. Clients can build a lasting legacy for their family with The Apex Group.
Helping You Achieve New Heights
To provide long term security for your family, you must have your eyes on the summit of success. The Apex Group can put you over the top in your retirement planning.
The Apex Group offers comprehensive solutions to your questions about retirement. From achieving your retirement goals to planning your estate, Apex is your prime source for financial planning.
Discover Hidden Opportunities.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy. Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
Surviving Retirement 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.