Services
Annuities
This financial vehicle helps to accumulate money for retirement and/or turn a lump sum of money into a steady stream of income.
Disability Income
Apex have insurance plans that will protect your income and assets should you become seriously injured or unable to work.
Life Insurance
Apex will advise you on the appropriate amount of protection needed to maintain the lifestyle your loved ones currently enjoy.
Health Insurance
Apex offers a number of programs that will pay specified sums for medical expense or treatments. These health policies can offer many options and vary in their approaches to coverage.
Estate Planning
We advise you on how to conserve as much of your estate as possible to maximize personal assets bequeathed to your heirs; and we’ll help devise a strategy to grow your assets.
Retirement Planning
Whatever income goals you have for retirement, we can devise a strategy to help you reach your needs based on projected revenue sources, investments and other factors.
Financial Planning
We help you set long-turn goals through savings, tax planning and asset allocation. We assist you in risk management, retirement planning and estate planning.
Long Term Care
We can advise you on a variety of services which help meet both the long-term medical and non-medical needs of people with chronic illness or disability.
Financial Seminars
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.
Living Trust
A living trust avoids a complicated probate process regarding your assets and prevents the courts from controlling those assets if you become incapacitated, We can assist you with this time important tool.
Medicare Supplement
We provide medicare plans and information in an easy to read and understand format. We give you the Medicare basics, as well as provide practical information and tools that you can use to help you make an informed decision on your Medicare coverage needs.
College Planning
Apex assist in helping families through the major life transition of sending their children to college. For many, it will be the most expensive time of their lives and, if not handled properly, could cost them their retirement.