Free Life Insurance Quotes

Apex Financial Management Group can provide you with free life insurance quotes within 24-48 hours

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Small Business Retirement Plans

NEED AN EXPERIENCED 401(K) PLAN ADVISOR? Who will act as a Fiduciary to your Plan? Your company’s 401(k) retirement plan allows employees to make a pre-tax and Roth investments directly from their paychecks. A licensed 401(k) plan advisor can assist your company in making

Individual & Roth Retirement Accounts

Apex Financial Management can
help you decide which type of retirement account is best for you. We work with some of the best brokerages and can tailor accounts that meet your goals.

Life Insurance

Apex Financial Management recommends life insurance for anyone who has loved ones who depend on them financially. This includes parents, homeowners with a mortgage, business owners and others. How life insurance can help Best option Breadwinner Life insurance can help

Debt Solutions

Apex Financial Management Group can provide you with a plan to eliminate your debt the fastest way possible.

Mortgage Protection

Taking out a mortgage can be a scary prospect. Now imagine if one of the household’s breadwinners dies. How will you make the payments? Mortgage protection insurance is one way.  You can purchase a policy when you buy your home.

Mortgages

New Purchases and Refinances

News

Articles to help educate you to make the right decisions with your money.

What is a Roth IRA?
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New report finds only 16% of millennials qualify as ‘financially literate’