"Building Wealth Together"

Meeting financial objectives is more complex than ever before. Few individuals have the knowledge and time required to sort through
the spectrum of options. Planning effectively and understanding the choices to make educated decisions can be a full-time job.

Apex Financial keeps you aware of financial opportunities, tax laws and economic trends. Our full-service planning firm has a team of highly-skilled
professionals and scores of loyal clients. You can rely on Apex to keep your plan on target, despite changes in the economy and tax regulations.

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.

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Key Person Insurance

Key person insurance is simply life insurance on the key person in a business. In a small business, this is usually the owner, the founders or perhaps a key employee or two. These are the people who are crucial to a business--the ones whose absence would sink the company. You definitely need to consider key person insurance on those people. The purpose of key person insurance is to help the company survive the blow of losing the person who makes the business work. This coverage is important because the death of a key person in a small company can cause the immediate death of that company.

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Charitable Giving

Life insurance is an excellent tool for 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.

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Non-Profits

We provide a wide range of enriching financial topics from "Getting Fiscally Fit", "Financial Blunders", "Exploring Your Options for a Quality Retirement", to "Biblical Approach to Managing Money & Finances", "Solving Debt", "College Planning", and many others.