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Welcome
Preparing for and living in retirement is an important process.  Whether your goals are to travel, help put grandchildren through college, or simply create an income that will last the rest of your life, we are here to help.  We take a "big picture" approach to help you manage your investments and to protect and insure your assets.

Our team of professionals has worked with clients from coast to coast for many years to help them achieve the retirement they want.  We can help you address your current needs and plan for the future.  Call us to schedule a meeting and discuss your financial goals.
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Newsletters
  • Dividend Investing: Small Payments Can Boost Returns
    Owning shares of stock or stock funds might increase the value of your portfolio in one of two fundamental ways: capital appreciation (i.e.,
  • Quiz: Can You Answer These Social Security Benefit Questions?
    Most people will receive Social Security benefits at some point in their lifetimes, but how much do you know about this important source of income?
  • The College Landscape After Tax Reform
    College students and their parents dodged a major bullet with the Tax Cuts and Jobs Act of 2017. Initial drafts of the bill included the elimination of Coverdell
  • What are the gift and estate tax rules after tax reform?
    The Tax Cuts and Jobs Act, signed into law in December 2017, approximately doubled the federal gift and estate tax basic exclusion amount to $11.18
  • How has tax reform affected the generation-skipping transfer tax?
    The Tax Cuts and Jobs Act, signed into law in December 2017, doubled the federal generation-skipping transfer (GST) tax exemption to $11.18 million
    
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Securities and investment advisory services offered through NEXT Financial Group, Inc.

Member FINRA/SIPC.

APEX Financial LLC is not an affiliate of NEXT Financial Group, Inc.
To view NEXT Financial Group's privacy policy and other important information, visit the "Customers" section of www.nextfinancial.com.

Investment products and services available only to residents of : AR, AZ, CA, CO, FL, GA, IA, IL, KS, LA, MO, NE, NY, OK, PA, TX, VA,
 


Check the background of this financial professional on FINRA's BrokerCheck.