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


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