Broker Check

Orange Office

500 N State College Blvd,

Suite 1100
Orange, CA 92868

Advisory Core Services

     

$250,0004 to $499,999

in investable assets


Goals and objectives review


Custom analysis of risk tolerance


Investment management agreement


Overall net worth analysis


Cash flow and budget review


Asset allocation review


Portfolio rebalancing


Portfolio performance reporting


Tax and cost-basis reporting

 

Additional Financial Planning Services1


Financial plan development


Financial plan updates


Estate planning services


Advisory Comprehensive Services


$500,000 to $999,999

in investable assets


Comprehensive financial plan


Business balance sheet review and analysis


Retirement needs analysis


Income distribution strategies


Education planning and funding


Tax planning Strategies


Comprehensive insurance planning


Estate planning services


Beneficiary designations review


Consolidated online account access


Secure e-document organizer


Personalized Wealth Management portal (Emoney)


1099 Concierge service


 Additional Financial Planning Services


 Financial plan updates1


+Advisory Core Services

Advisory Advanced Services


$1,000,000+

in investable assets


Strategic planning for wealth conservation


Charitable gifting strategies


Estate Planning and Legacy Strategies


Tax-optimized investing and giving3


Philanthropy Strategies and Planning


Executive compensation planning for:

  • Deferred compensation
  • Stock options
  • Concentrated portfolios


Business financial planning


Annual financial plan updates


No cost for Power of Attorneys                      (Health & Financial)2


Beneficiary designations review


+Advisory Comprehensive Services

+Advisory Core Services

1Additional financial planning services can be available for an hourly consulting or fixed fee.

2Creation of estate planning documents can be accomplisehd through your current attorney, any attorney of your choice, or we are happy to refer you through our network of local attorneys. Apex Financial Services Group does not create the legal documents. Creation of no cost power of attorneys is though our network of attorneys, however you are welcome to use your own attorney. Any cost for any legal documents will be determined by you and your attorney. 

3The information in this material is not intended as tax or legal advice. Please consutl legal or tax professionals for specific information regarding your individual situation. 

4In some cases we work with clients who may have below $250,000 in investable assets and on a case by case basis. Please contact us to discuss what services would be available to you. 

"We believe that a Financial Plan is the foundation and pathway that takes you from where you are to where you truly want to be. At Apex Financial Services Group, that process starts with the personal relationship between you and us as your financial advisors"

Schedule a meeting online | Or call us at (714) 919-4446