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
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the total cost in today's dollars of various mortgage alternatives.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
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.
Here is a quick history of the Federal Reserve and an overview of what it does.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.