Services
We work in a true partnership with our clients, making their needs our goal and priority. We offer the following services, customized to the client.
IncomePlanning
Having steady income in retirement is essential to maintaining your standard of living. Retirement brings a whole new set of challenges to your financial situation, which is why Apex Retirement Services specializes in closing the “income gap.”
Social Security
Strategies
When and how you collect your Social Security benefits is one of the biggest decisions you’ll make in retirement. Speak with a Apex Retirement Services specialist to determine an optimal filing strategy for you.
TaxPlanning
Failing to properly plan for taxes in retirement can mean a sudden change in your lifestyle. With tax laws changing every year, let Apex Retirement Services optimize a tax strategy based on your goals.
Medicare & Long-Term CarePlanning
Medical care during retirement can be extremely complex. Paired with the uncertainty around long-term care planning solutions, intimidation can start to set in. Apex Retirement Services can be your guide in navigating a unique care plan.
Estate & LegacyPlanning
At Apex Retirement Services, we believe that estate and legacy planning is a vital element to a healthy financial plan. To ensure you’re protected while you’re living and after you pass on, a well-constructed estate plan has your legacy goals in mind.
Life Insurance/Property & Casualty Insurance
Apex Retirement Services offer a variety of insurance services inclusive of life, and property and casualty. These services provide the convenience of having all elements of your financial picture under one roof.
Got questions? Contact us today.
LET US HELP YOU REACH YOUR GOALS.
Our approach to working with clients is one that is both relaxed and confident. The sound and well-researched solutions we provide to you is intended to establish a solid financial plan for your future.
– RYAN SKINNER, PRESIDENT