Welcome to APP Financial
Helping People Since 1965
We understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs.
Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
An increasing number have been developed to help individuals with their personal finances.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
What kind of auto insurance should you have? Do you know?
When considering life insurance, it's important to understand your options.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
For many, retirement includes contributing their time and talents to an organization in need.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to compare the future value of investments with different tax consequences.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Smart investors take the time to separate emotion from fact.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Learn how to harness the power of compound interest for your investments.
The market is as unpredictable as the weather. We’d love to help you prepare.
When should you take your Social Security benefit?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.