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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
  • Is Smart Beta a Smart Strategy for You?
    Traditional investment indexes such as the S&P 500 are weighted based on market capitalization, the value of a company's total outstanding stock. This means the
  • Tax Benefits of Homeownership
    Buying a home can be a major expenditure. Fortunately, federal tax benefits are available to make homeownership more affordable and less expensive. There may also be tax
  • Is It Wise to Trade Your Pension for a Lump Sum?
    Most private employers have already replaced traditional pensions, which promise lifetime income payments in retirement, with defined contribution plans such as 401(k)s.
  • Are you ready to retire?
    Here are some questions to ask yourself when deciding whether or not you are ready to retire.
  • What is an ERISA fiduciary?
    The Employee Retirement Income Security Act (ERISA) was enacted in 1974 to protect employees who participate in retirement plans and certain other employee benefit
    
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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, GA, IA, IL, KS, MO, OK, PA, TX, VA
 


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