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
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Your credit score may influence how much you pay for auto and home insurance.
Do your insurance needs stay the same when the nest empties?
How to help determine life insurance needs to provide for your family after you pass away.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
A four-step framework for building a personal legacy.
Tips to avoid checking in luggage on your next vacation.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Estate conservation is too important to put off. Do you have a smart exit strategy?
With alternative investments, it’s critical to sort through the complexity.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
The market is as unpredictable as the weather. We’d love to help you prepare.