Apex Life Planners
APEX Life Planners is an independent Agency. Our primary objective is to make your planning process less complicated and more useful to your daily life. In a nutshell, We help our clients protect their families, pay off their debt, and secure their financial future, Using Tax Advantaged Strategies to Eliminate Risk of Unknown or Unnecessary Financial Loss
frequently asked questions
You have questions, we have answers.
You Never write a check to me personally
We are paid directly by the institutions I represent – with their money, not yours.
give everyday people access to what is normally reserved for the ultra wealthy. We believe everyone deserves access to all around planning
Our typical clients are:
Saving, day to day expenses, looking for some direction as to how to save.
Our starting out clients are typically worried about:
Income and Expense Planning
Large Purchases and Decisions
We are totally independent. We work with multiple companies to find a company that fits your exact planning needs
Our plan is geared toward providing you with Increase the probability of success
We love what we do
you will hear us say this often :
Planning Process that Helps Increase the probability of success
One of the things we often see is, with planning, we focus so much on retirement. When we do that, we often forget all the major life events that come before and after that. If we think about purchasing a home, purchasing a car, planning for your children’s college education, actually generating income in retirement, and then planning for that next generation. All of those events come before and after that actual retirement date. We need to set up a plan that can encompass all of that. The question becomes, how can we set you up for success where we can achieve the goals that you have in the coming 6 to 12 months, in the next one to four years, and then those long-term goals you have for years and beyond?
Long Term Care Insurance