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 Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
It's important to understand how inflation is reported and how it can affect investments.
Gaining a better understanding of municipal bonds makes more sense than ever.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
The true cost of raising a child may be far more than you expect.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much income may be needed at retirement to maintain your standard of living.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
Are Real Estate Investment Trusts right for your portfolio?
What are your options for investing in emerging markets?
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Even low inflation rates can pose a threat to investment returns.
There are hundreds of ETFs available. Should you invest in them?