Our Mission
Apex Financial Group of VA, Inc., mission is to provide financial services in a professional and timely matter. The company’s distinctive competence will center on clients satisfaction through creative planning and personal relationships built on trust and integrity.
Protect the ones you love with Life Insurance
What is Life Insurance?
Life insurance provides financial protection for your family in the event of the lost of a love one. Your beneficiaries will receive money to use as they see fit, ensuring security in a difficult time.
When to get Life Insurance?
Anytime is a good time, but these life events are especially important.
- If you were just married
- You bought a new home
- You’re expecting a new baby
Charitable Giving
Life insurance is an excellent toolfor
making
charitable gifts for a number of reasons. Life
insurance provides an "amplified" gift that
enables you to purchase immortality on an
installment plan. Through a relatively small
annual cost (the premium), a benefit far in
excess of what would otherwise be possible can
be provided for charity. This sizeable gift can
be made without impairing or diluting the
control of a family business or other
investments. Assets earmarked for family
members can be kept intact. For example, a 50 year old committed to giving $5,000 annually
for 10 years could leverage the $50,000 gift
into a $360,000 gift
.
Structured Settlement
The integration of structured settlement annuities, cash management products, trusts,
and other settlement planning vehicles, sets
Apex Financial apart from the competition that
exist among providers. These tools also
promote a client's education and understanding
of their options, and results in superior
settlement planning. At Apex Financial we
diligently represent our clients with experience,
compassion, and expertise with a focus on
process, not product. Let Apex Financial get
you started with the settlement planning and
education process you need in order to develop
the needed protection for your future.
Church Stewardship Workshops
Biblical Base Workshops that provides principles on financial stewardship management.
* Deuteronomy 8:18; But thou shalt remember the Lord thy God; for it is he that giveth thee power to get wealth, that he may establish his covenant which he share unto thy fathers, as it is this day.
* St. Luke 16:2; How is it that I hear this of thee? give an account of thy stewardship; for thou mayest be no longer steward.
* 1 Timothy 5:8; But if any provide not for his own, and specially for those of his own house, he hath denied the faith, and is worse than an infidel.