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.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
You’ve made investments your whole life. Work with us to help make the most of them.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Earnings season can move markets. What is it and why is it important?
If you find it hard to attain personal life goals, there’s an app for that!
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
A look inside the U.S. government's statistics on household net worth.
There’s a link between debt and stress.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your capital gains tax.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
It’s never a bad time to speak with your financial advisor about changes in your situation.
That big list of dreams and goals isn't the only way to look at your bucket list.
Here’s a crash course on saving for college.
When should you take your Social Security benefit?
What is your plan for health care during retirement?
Make your retirement as exciting as your next vacation.