Services & Specialties

Wide range of services for both businesses and individuals.  Just ask.  I'm sure we can help.
I'm sure you've heard this saying before, that it's time in the market, not timing the market.  Therefore our job is to help clients invest, not manipulate the market.  Predicting vs planning - APEXX®  chooses planning.

Services

  • For Business
  • For Individuals
  • For Estate Planning
  • Investment Tax Minimization Planning
  • For Retirement Income
Investment Management
Portfolio Management
Investment Philosophy
Risk Assessment
Investment Policy Statement
Asset Allocation & Diversification
Implementation
Stocks
Bonds
Mutual Funds
Review and Monitoring
Complimentary Financial Review

Financial Planning
Financial Goals & Objectives
Plan Development & Monitoring
Cash Flow
Estate and Tax
Investment
Education
Insurance

Retirement Plans
For Individuals
Retirement Savings Strategies
Roth, SEP & IRAs and SIMPLE Plans
For Business
Retirement Plan Design
Retirement Plan Administration
Retirement Plan Consulting
Employeee Education Services

Specialties

  • Past Employer (401k, 403b) Tax-Free Rollovers
  • Inheritance Planning
  • Retirement Income Planning