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
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Tips to avoid checking in luggage on your next vacation.
Here are five facts about Social Security that are important to keep in mind.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
There are a number of ways to withdraw money from a qualified retirement plan.
When should you take your Social Security benefit?
A bucket plan can help you be better prepared for a comfortable retirement.
Learn how to harness the power of compound interest for your investments.
Investors seeking world investments can choose between global and international funds. What's the difference?
A special needs trust helps care for a special needs child when you’re gone.
There are three things to consider before dipping into retirement savings to pay for college.