Meet Your Guide
Ken Reeves, RFC, CAS, CSS, CTS
Founder & President
“When I assist someone in creating a retirement plan, I’m not just crunching numbers; I’m helping them shape the future of their dreams and securing their family’s well-being.”
Apex Summit Retirement Process
Plan for Your Future
Our three-step process is designed to help you reach new financial heights.
Personal Financial Review
Together, we'll discuss your retirement goals, and review your current plan.
Strategy Visit
We will introduce you to our proprietary planning process, the Apex Summit Retirement Process, and how it can be customized to help protect your lifelong savings. We’ll analyze your current financial strategy to uncover any risks, gaps, or inefficiencies that need to be corrected and identify opportunities for improvement.
Implementation Visit
We’ll review your customized retirement plan and its correlation to your driving force: your purpose. We will walk you through the strategies utilized and determine the next steps in implementing the plan.
Check Out Our Full Suite of Services
We’re an independent firm, so we can help you develop your custom financial strategy from a wide array of products, services and approaches. We can help meet your specific financial needs, no matter how close you are to retirement.
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You've Reached the Retirement Summit - Now What?
To confidently rappel down the retirement summit, you need gear and a plan, but what else? Download our free, 12-page guide to discover:
Download your free retirement guide now and take the first step toward taking control of your financial future.
Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing insurance carrier. Annuities are not bank or FDIC insured.
Start Reaching New Heights in Your Financial Journey
It’s never too early — or too late — to take control of your financial future so you can enjoy life on your terms. Get started today by scheduling a meeting or registering for an upcoming event.