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
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
What can be learned from the savings rate?
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator will help determine whether you should invest funds or pay down debt.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate the total cost in today's dollars of various mortgage alternatives.
This questionnaire will help determine your tolerance for investment risk.
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
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Are you ready for retirement? Here are five words you should consider.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
How do the markets usually react to elections? Was the 2016 election any different?
The market is as unpredictable as the weather. We’d love to help you prepare.
$1 million in a diversified portfolio could help finance part of your retirement.