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
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
What’s the deal with your yearly free credit report?
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Beware of these traps that could upend your retirement.
Gaining a better understanding of municipal bonds makes more sense than ever.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine your potential long-term care needs and how long your current assets might last.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator demonstrates the power of compound interest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Do you have causes that you want to support with donations? Here are three tips.
Are you ready for retirement? Here are five words you should consider.
Around the country, attitudes about retirement are shifting.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What are your options for investing in emerging markets?
Why are 401(k) plans, annuities, and IRAs so popular?