APEX Financial SolutionsWe Place Your Interests First
Apex Financial Solutions is devoted to the highest standards of service to you. We place your interests first. We strive to grow and maintain your financial security through our unique services, combining our experience as advisors with the knowledge of our law firm and accountants. Together we can help you work towards your goal of a successful retirement.
APEX Financial Solutions offers a unique approach to investment, insurance, estate and tax planning strategies. Use this site to learn more about us and how we might be able to serve you.
A wide variety of financial calculators, articles, and educational material has been made available for your benefit. It is our hope that you will make this site your home for financial research and information.
"A Dream Is Just A Dream. A GOAL Is A Dream With A Plan And A Deadline!"
- Harvey MacKay
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
A change in your mindset during retirement may drive changes to your portfolio.
Lifestyle considerations in creating your retirement portfolio.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator demonstrates the power of compound interest.
Estimate how much you have the potential to earn during your working years.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you may need to save for retirement.
Enter various payment options and determine how long it may take to pay off a credit card.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
There’s an alarming difference between perception and reality for current and future retirees.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
When do you need a will? The answer is easy: right now.
Do you know how Brexit will affect you?
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.