Ambassadors to your iDEAL life
Financial Planning - Tax Planning - Investment Management - Estate Planning
Our mission is to be the ambassadors to your iDEAL life. We value helping people live a life full of meaningful & memorable experiences, acting as stewards to your financial lives. Guided by your beliefs & values, we deliver informed, unbiased advice. Let APEX help execute your vision of the iDEAL life today!
Life Snapshot
APEX uses modern technology to aggregate all your accounts giving us a snapshot of your current financial life. Then we go to work understanding your iDEAL life and begin making recommendations
Personalized Guidance
Personalized advice takes a deep understanding of your situation, beliefs, and family or relationship dynamics. Our goal is to help you understand how taxes, fees, and market-related risks pose a threat to your wealth
Financial Clarity
Retirement savings, education planning, debt management, and tax reduction are all areas that APEX provides guidance through a modern mobile friendly platform designed to simplify your financial life and keep your finances in focus
Ideal Life GPS
Are you on track for retirement? Do you have the right life insurance in place to protect your family? Are you investing in a tax efficient manner? Are you prepared to send your kids to college? Let APEX guide you at every turn along your journey
A few areas we help guide our clients
401k
IRA
Life Insurance & Annuities
Savings & Investing
APEX specializes in consulting on 401k & other qualified plans. We provide plan sponsors guidance on fiduciary responsibilities such as fund selection & monitoring, as well as personalized participant education and advice
APEX will provide expert guidance on your IRA accounts with our personalized investment management. We will help you manage required minimum distributions and integrate your distributions with your financial plan
If your looking to protect your portfolio from market fluctuations, looking to build a legacy for your family or charitable causes, life insurance and annuities can play an important part of this aspect of your financial plan
Ready to start saving & investing with after tax dollars? APEX will construct a customized tax efficient, risk sensitive portfolio for you OR you can use our low cost online platform to select one of our pre-built portfolios