101 West Cascade Way
At The Apex Group, we provide expert assistance in the following areas:
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.
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.
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.
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.
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: