Life Event Wealth Management.
Client education and counsel.
Creating financial plans.
Assisting clients with service needs. Answers. APEXX.
We’re just scratching the surface on what APEXX does…
RETIRING? CHANGING JOBS?
Not at your last job? Your 401(k) shouldn't be either.
APEXX specializes in tax-free work rollovers, as well as rate shopping.
LOOKING FOR STABILITY? A SECOND OPINION?
Mike has been in the business for over 15 years with every intention to continue for many years to come.
Being solicited to consider a "great rate" investment idea? What’s the term? Were you also told how your principal can fluctuate when rates change? Do you think rates will increase or decrease going forward? How will that affect your principal value? Would you feel the value of your principal is more or less important then the rate you are being told you'd receive? How does inflation impact your return? There is a lot more to an investment then just the "rate." APEXX is here to help you answer these questions so you truly get the most suitable investment you need.
Your financial strength deserves a second opinion. No obligation 2nd opinion anytime you’re ready. (608) 254-6600
Because of that, our clients do the marketing for us - thank you!
"You don't own success, you rent it. And the rent is due every day."
APEXX is here to help you Grow, Protect, Preserve, & Distribute wealth.
What is your current strategy to assure lifestyle sustaining income for the rest of your life?
Let APEXX help you fine tune that strategy.