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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
  • Questions to Ask Before Buying That Thing You've Always Wanted
    Even if you're generally comfortable with your finances, you may occasionally worry about how much you're spending, especially if you consistently
  • Demographic Dilemma: Is America's Aging Population Slowing Down the Economy?
    It's no secret that the demographic profile of the United States is growing older at a rapid pace. While the U.S. population is projected to grow
  • It's Time for Baby Boomer RMDs!
    In 2016, the first wave of baby boomers turned 70½, and many more reach that milestone in 2017 and 2018. What's so special about 70½? That's the age when you must begin
  • What can I learn from looking back on my financial situation in 2017?
    If your financial plan for 2017 didn't work out the way you wanted it to, don't beat yourself up. Instead, ask yourself the following questions to
  • What financial resolutions should I consider making as I look ahead to 2018?
    A new year is right around the corner, bringing with it a fresh start for you and your finances. What will you do this year to help improve your
    
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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, MO, OK, PA, TX, VA
 


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