Our Videos
Questions to Explore Before You Retire
A successful retirement requires careful advanced planning.
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What Should You Expect When First Meeting With a Financial Advisor?
What is a ”Discovery” or “Fit” Meeting.
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Volatile Markets? Remember The Four R’s
We all know that markets fluctuate and the reward for getting market returns over time is being able to stick to your investment strategy when everything looks dismal.
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Sounding Board
Making an introduction for a Sounding Board meeting is simple... First, share our process with your friend, family member or colleague and make sure they are interested in having the conversation. Let them know there is NO Cost OR obligation whatsoever…..
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Retirement Lifestyle
"My goal is helping you navigate a long productive life, beyond just the money." So, it’s imperative you think about the life you want to live. Let’s talk about what makes you happy and gives you purpose. Retirement is an opportunity to choose a new lifestyle—filled with meaning, purpose, and your passions.
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Planning For Your Financial Future
Life is a series of transitions. Some we can prepare for, others not so much. Here is how Apex Securities & Asset Management can guide you through life’s transitions with ease.
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Individuals & Families
Remember the painter Bob Ross and the way he used his soothing voice to teach the world about painting “happy little trees?” We want to be the Bob Ross of your life… and have you paint us a picture of how you see your future.
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Pre-Retirees and Retirees
What is your vision for retirement? Will you travel the world? Volunteer? Or spend your days on the golf course? At Apex we know retirement looks different for everyone. We are here to help you live your dream retirement – all while keeping your finances in check.
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Widows
I know what it’s like to experience the sudden loss of a loved one. It brings on a range of emotions along with some serious financial hurdles. I am well-versed in navigating these hurdles and prepared to take you through every step, so you can feel confident about the future.
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Eric's Why Story
“Am I going to be, okay?” That’s the number one question my clients want answered. And I get it. Growing up, I asked myself that question a lot. I know how scary the unknown is. That’s why my goal is to help make sure you never run out of money....no matter what happens.
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Our Process
When it comes to your investment for retirement planning, have you ever felt like you’re stuck on a wheel? See how our Envision process help you get clarity on your financial future. The Envision® process is designed to help you live the one life you have the best way you can, without undue financial sacrifice or overexposure to risk.
View Now A Personal Widow’s Story
My passion to help women who have been widowed comes from my own experiences. As a kid I watched helplessly as my own widowed mother needed help and had nowhere to turn.
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