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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
  • Quiz: Social Security Survivor Benefits
    Did you know that Social Security may pay benefits to your eligible family members when you die, helping to make their financial life easier? Take this quiz to learn
  • Rules on Opening a 529 Plan Account for College
    Year over year, participation in 529 plans continues to rise.1 Anyone can open an account, lifetime contribution limits are typically over $300,000, and there
  • How Does Your Employer's Retirement Plan Compare?
    Each year, the Plan Sponsor Council of America (PSCA) surveys employers to gauge trends in retirement plan features and participation. Results are used by employers and
  • Do I need to get a REAL ID when I renew my license?
    If you need to renew your driver's license, you may want to get a REAL ID. The REAL ID Act, passed by Congress in 2005, enacts the 9/11 Commission's
  • How do I replace my Social Security card?
    Chances are, you probably have your Social Security number memorized, so you may not have had to use your card in awhile. However, there are times when you may be
    
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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, IN, KS, LA, MO, NE, NY, OK, PA, TX, VA
Insurance products are sold in: MO

Working with an investment professional who is part of the SmartVestor™ advertising service cannot guarantee investment success or that you will achieve your financial goals.  There can be no assurance that working with a SmartVestor™ Pro will produce better outcomes than working with an advisor not participating in the SmartVestor™ program.  Investment professionals participating in the SmartVestor™ program pay advertising fees to have their name and information disseminated to the investing public via the SmartVestor™ program.  Neither Ramsey Solutions nor the SmartVestor™ program is affiliated with NEXT Financial Group, Inc. and are not sponsored or endorsed by NEXT Financial Group, Inc. 


 


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