Retirement Planning

  • IRAs- Traditional and Roth
  • IRAs- SIMPLE and SEP
  • Individual and Company Sponsored 401(k)
  • Individual & Company Defined Benefit Program
  • 403(b)
  • Accumulation and Distribution
  • Fee Based Retirement Analysis

Investments

  • Mutual Funds
  • Stocks and Bonds
  • Fee Based Investment Ananlysis and Third Party Asset Management
  • Variable Annuities
  • REITs (Real Estate Investment Trust)
  • Direct Participation Program Leasing Programs
  • 1031 Exchanges
  • Oil and Gas Investments
  • Exchange Traded Funds

Long Term Care

  • Planning
  • Insurance
  • Medicaid Spend Down Analysis

Health Insurance

  • Individual and Group Plans
  • Medicare Supplements
  • Health Savings Accounts
  • Long and Short Term Medical Care
  • Student Medical
  • Critical Illness
  • Disability Income


Life Insurance

  • Helping you decide the proper type and amount
  • Fixed Life-Term, Universal and
    Whole Life
  • Variable Universal Life
  • Survivor Life
  • Partnership Buy-Sell Funding
  • Business Continuation Funding
  • Debt/Mortgage Protection


Annuities

  • Single Premium Immediate
  • Single Premium Deferred
  • Flexible Premium Deferred
  • Equity Indexed
  • Variable/ Fixed
  • Income

 

Estate Planning

  • Estate Tax Minimization
  • Capital Gains Planning
  • Keeping family property intact
  • Working with your CPA and Attorney
  • Wealth Transfer
  • Business Continuation
  • Gifting
  • Charitable Giving

Business

  • Buy/Sell funding
  • Deferred Compensation
  • Disability Income Insurance
  • Employee Benefits
  • Group Life, Health, Dental, Vision, and Disability Income
  • Company Sponsored Retirement Plans
  • Voluntary Life, Disability Income, and Vision
  • Business Owner Exit Strategies
  • Business Overhead Disability Income Insurance
  • Identity Theft Protection
  • Prepaid Legal
  • 412(i)
  • 419(a)(f)(c)
  • Sect. 79
     

Education Planning

  • 529 Education Account
  • Coverdell Education Account
  • UGMA (Uniform Gifts to Minors Acts)
  • UTMA (Uniform Transfers to Minors Acts)
  • 123 College Financial Aid Planning


Banking Services

  • All banking services provided through EverBank Financial Corp.
  • Checking/Savings
  • Business Checking
  • Money Market
  • CDs
  • Visa Credit Card
  • World Currency CDs
  • World Currency Index CDs
  • First Mortgages (Residential)
  • Second Mortgages (Residential)
  • Home Equity Line of Credit
Banking services are offered through EverBank Financial Corp., a $3.0 billion unitary thrift holding company serves 400,000 customers nationwide. EverBank ia a Member of the FDIC and an Equal Housing Lender.

NEXT Financial Group, Inc., is not an affiliate of APEX Financial LLC or EverBank Financial Corp. Brokerage products and services are offered through NEXT Financial Group, Inc., Member FINRA/SIPC, and are not FDIC-insured, not bank guaranteed, and may lose value. Deposit and lending products and services are offered by EverBank Financial Corp., Member FDIC and an Equal Housing Lender.


APEX Financial LLC
601 Business Loop 70 West
Suite 129
Columbia, MO 65203
Phone: (800) 843-9429
Phone: (573) 876-6011
Fax: (573) 876-6019
Email: info@apex-fin.com

Securities offered through NEXT Financial Group, Inc.
Member FINRA/SIPC
APEX Financial LLC is not an affiliate of NEXT Financial Group, Inc.