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Call Us: (407) 602-6610

Apis Wealth

Apis Wealth - Consulting | Planning | Management

  • Home
  • Who We Are
  • Our Services
    • Wealth Consulting
    • Financial Planning
    • Investment Mgmt
  • Client Portal

Financial Planning

Apis Wealth provides a comprehensive suite of financial planning services based on the particular needs of each client’s unique situation. 

From short-term spending decisions to long-term retirement . . . and even the estate you leave to heirs . . . Apis Wealth can help you clarify what’s important and develop an action plan which keeps these priorities in mind. Our goal: to give you greater clarity and confidence as you make financial decisions and freedom to focus on the things which matter most to you. 

A sampling of just some of the topics we cover are:

  • Budgeting

  • Retirement Planning

  • Investment Allocation Strategy

  • Tax Planning*

  • Estate Document Reviews & Distribution Planning*

  • Charitable Giving Impact Planning 

  • Debt Management

  • Education Funding

  • Insurance Planning

Initial planning consultation is complimentary. Once we have had an opportunity to define the scope and complexity of the Financial Planning work to be performed, fees for the service will be discussed and agreed upon prior to client engagement.

To learn more, please contact us!

*Information related to tax or legal consequences provided as part of a plan or consultation is for informative purposes only. You are encouraged to contact your tax professionals or attorneys for tax or legal advice.

Better is a little with the fear of the LORD 
than great treasure and turmoil with it.

Proverbs 15:16, NASB

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Contact Us

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Email: contact@apiswealth.com

Phone: (407) 602-6610

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Apis Wealth, LLC is a registered investment advisor based in Sorrento, Florida. Advisory services are only offered to clients or prospective clients where Apis Wealth, LLC and its representatives are properly registered or exempt from registration. This website is solely for informational purposes. Additional information regarding Apis Wealth, LLC can be obtained through the SEC’s Investment Advisor Public Disclosure (IAPD) database.

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