101 West Cascade Way
Retirement | Investments | Long-Term Care | Estate Planning
The Apex Group specializes in retirement planning. You have spent years saving and accumulating assets for retirement, and are ready to move to the next phase…distribution. How do you ensure you do not run out of money before you run out of health? What about planning for charitable giving, or leaving a legacy for your loved ones? Is it safe to invest in a new retirement home, or take that trip of your dreams?
We work with you to create and implement a personalized distribution plan designed to meet your retirement goals. If you have questions about your retirement, we have answers. Your peace of mind is our number one priority.
As a financial Advisor Representative, the Apex Group specializes in tailoring retirement plans on an individual basis.
Uncertainty leaves room for opportunity. At The Apex Group, we can solidify tomorrow by planning today.
Life takes many unexpected turns. Be prepared for how you may live in your golden years with our long term care (LTC) planning options.
Plan not only for your future and what comes after. Clients can build a lasting legacy for their family with The Apex Group.
Your Financial Future
Apex structures your plan on an individual basis, catering it to our clients’ specific wants and needs. We offer a suite of services to handle all your retirement needs, from guaranteed income in retirement to investments, from estate planning to long-term care.
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.
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.
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: