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Innovative Retirement Planning

Approaching Retirement?

Holistic Retirement Planning

Our holistic service of full comprehensive planning. We work to get to know you, the person, and work to help you navigate the complicated financial world to fit your needs. This full-service program is designed to leave you with no questions or ambiguity. We utilize our Certified Financial Planning ™ knowledge and our bench of supporting professionals to meet all your needs. With Apex on your team, you will enter retirement with clarity.

Who is it for:

  • Those people/couples approaching or in retirement
  • Typically those age 45 and over

What is included:

  • Financial planning
  • Retirement Cash Flow Planning
  • Insurance planning
  • Estate Planning
  • Asset management
  • Tax planning

What is the cost:

  • Initial planning fee and ongoing quarterly fee based on complexity of situation
  • Signed planning agreement that can be canceled at any time