Prosper with Apex
Prosper with Apex
Specializing in Corporate Benefits Consulting, Retirement Plan Design, and Implementation. We believe in being partners for life to achieve a common goal, to live with meaning and to leave a legacy. We go beyond the numbers to help you achieve your dreams. We provide a roadmap for financial success and security.
To create and cultivate enduring relationships. Build Trust for a lifetime, and generations thereafter.
To Lead. Coach. Teach. Provide and share knowledge in order to create a peace of mind.
To encourage Our Firm and Clients to give back to the community by spearheading charitable events and worthy causes.
We obtain a thorough understanding of your specific goals and objectives.
We provide actionable guidance that is tailored to you and your business. Helping you achieve your goals is our top priority
We regularly update and revise your financial plans as your needs change and evolve.
Tax Planning
Business Mergers & Acquisitions
Legacy Planning
Retirement Plan Design
Implementation
Income Distribution Planning
Market Newsletters
Live Seminars
Exclusive Member Content
Here is a Quick Example of a Cash Balance plan in the works for a small business
This video is a Case Study breaking down the contributions and tax benefits for a small business owner.
Please contact us if you cannot find an answer to your question.
We work with high-net worth individuals and business owners, Many of our clients are professional service providers and successful entrepreneurs.
A financial consultant goes beyond the basic investment information to help you understand how to achieve your dreams. We provide a roadmap for financial success and security. A great financial consultant can help you unlock the secrets that make your money grow while you sleep and mitigate risk.
Ensuring financial success and security is not always a straight line. It takes skillful coordination among professionals in order to create effective plans. Your plan will be reverse engineered from your goals and help dictate which approach is best for you.
Chinese Proverb
Send us a message, and tell us about your financial goals. We will get back to you soon to schedule a consultation.
Offices in Florida, New Jersey, and New York
By Appointment Only
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Apex Wealth Partners
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