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

What Makes Us Different

Simply put, we practice what we preach.  
We battle the outside corporate influences to favor our clients - Always!