Financial Services
How We Work
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Retirement Planning
Develop a comprehensive plan that will guide you to achieve your goals.
Investment Management
Properly allocate your portfolio to meet your goals and your risk tolerance.
Risk Management
Identify potential risks to your long-term success and take steps to mitigate them.
Estate Planning
Align your assets to ensure they pass to your heirs in the most efficient way possible.
Tax Mitigation Strategies
Understand what you can do to minimize both current and future taxes.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
customer.support@appleandassociates.com | (530) 272-1345