A P P S Finanacial Group

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A.P.P.S. Financial Group, Inc.

Client Access & Financial Links

Income and Retirement solutions for todays volatile markets

APPS Financial Group, Inc. is an independent, financial advisory firm which specializes in financial planning for retirees and those about to retire.We are here to educate and provide information to help people make the right decisions in an ever changing market.We realize that no two situations are exactly the sameand that is why our services are flexible enough to create a customized financial strategy that can help you reach your goals.
Office Hours - By appointment only
Monday - Thursday 8:30am - 4:00pm
Fridays 8:30am - 1:00
After hours available for specail circumstances
We provide advice and solutions to meet your needs in each of the following areas:

Actively Managed Portfolios - Strategic or Tactical
Income Producing Investments
Non-Correlating Asset Classes
Protecting Your Principal
Organizing Your Investment Information

Social Security & Company Benefit Coordination
401K Rollover Planning
Analysis of Pension Options
Realistic Goal Setting

Long Term Care - Health or Life Based coverage

Review of Existing Policies

Coordination of Legal Documents

Wealth Distribution to Family or Charity

Tax Return Review
Strategies to Reduce Tax Burden

Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.

Compare the potential future value of tax-deferred investments to that of taxable investments.
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
More Calculators →

Finding Your Balance
One way to help manage volatility is through asset allocation. But this process of determining the appropriate proportion of your assets based on your financial goals, risk tolerance, and time horizon is not a set-it-and-forget-it strategy.
Save More to Have More
There's one solution to a retirement savings shortfall that is so simple you might never have given it serious consideration: Set aside more of your current income. Even if you believe that you are currently saving as much as possible toward retirement, you might change your mind after you run the numbers.
The Return of the Initial Public Offering
After a drought of initial public offerings over the past few years, the IPO market finally began to perk up in the second quarter of 2009.
Are You Making These Cash Mistakes?
With interest rates at historic lows, what should you do with the money you save?
More Newsletters →

Educate yourself on a variety of financial topics.

A host of financial tools to assist you.

Timely Newsletters to help you stay current.

Animated presentations to help you learn and decide.

Ideas to help simplify everyday finances.

Financial terms from A to Z.

Manage your taxes and prepare for the upcoming tax season.

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).

Interactive Data Corporation. (NYSE:IDC)

1002 Gemini St., Suite 136