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:
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Budgeting
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Retirement Planning
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Investment Allocation Strategy
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Tax Planning*
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Estate Document Reviews & Distribution Planning*
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Charitable Giving Impact Planning
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Debt Management
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Education Funding
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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.