Gain access to a full range of wealth management services
Each individual is different. That’s why we offer so many types of investments. But we only offer the investment products and services that are in your best interests.
Traditional investment strategies
- Stocks
- Bonds
- Mutual Funds
- Exchange Traded Funds
Plus retirement income strategies
- Annuities
- 401K Management
- IRAs & Roth Conversions
- Life Insurance
What is a fee-based financial advisor?
We don’t charge you upfront to design your retirement plan. We provide a free portfolio review and cost analysis. Then we’ll design a financial plan customized just for you – not a cookie-cutter plan. We only charge a small percentage of the total assets that we manage on your behalf.
“We don’t offer cookie-cutter plans—that’s one of the worst things you can do. Unlike many other financial planning firms, we design plans based on your individual needs.” - Financial Advisor Ken Reeves
We don’t nickel and dime you with management fees every time you make a change to your investment portfolio. If you have more questions and need more attention, we will spend extra time with you. We just do whatever is best for you.
We also earn commissions on insurance products, but the insurance companies pay us directly. That doesn’t cost you anything.
What is a fiduciary?
Apex Financial Group is a “fiduciary firm.” All of our plans are run through a third-party Series 65 license fiduciary investment advisor representative. This ensures the choices are in your best interests.
Everything is completely transparent. That way, you don’t have to worry about unexpected costs. You can just enjoy your retirement.
Note:
Investment advisory services offered only by duly registered individuals through Foundations Wealth Services Foundations Wealth Services and Apex Financial Group are not affiliated companies.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
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.