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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
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    The biggest names in technology powered stock market gains and bouts of volatility in 2017, and the trend continued into 2018. The S&P Information Technology sector
  • Infographic: Financial Lessons from Football
    Content will appear in the future.
  • Ten Year-End Tax Tips for 2018
    Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.
  • How can I protect my personal and financial information from credit fraud and identity theft?
    In today's digital world, massive computer hacks and data breaches are common occurrences. And chances are, your personal or financial
  • How can I safely shop online this holiday season?
    Shopping online is especially popular during the holiday season, when many people prefer to avoid the crowds and purchase gifts with a few clicks of a mouse. However,
    
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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

 


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