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Helping Pre-Retirees & The Newly Retired
Plan a Sustainable Future.
APEX Financial Group is a Cedar Rapids-based financial services firm focused on your retirement journey. You’ve worked hard to prepare for your retirement. Don’t let a lack of planning in retirement prevent you from fully appreciating your non-working years. Our specialty is helping pre-retirees and the newly retired manage their assets to produce a sustainable income. Click on your current life stage below to learn more about what we can do for you.
Young Professionals
It’s Never Too Early to Begin…
Don’t wait to design your dream retirement. The sooner you start, the smoother the journey. Get started with a personalized financial plan today and chart a course to your ideal future.
Pre-Retirement
The Perfect Time to Plan With a Pro…
It’s important to plan well before your final working day. Start your financial planning and wealth management relationship with us so we can gain a thorough understanding of your assets pre-retirement.
Newly Retired
A Step in The Right Direction…
Your retirement is now a reality. Determine an appropriate withdrawal rate on your assets so you have the money you need to enjoy your retirement.
In Retirement
Worry Less, Live More…
Ensure your goals are still being met as you age. Take care of the legacy you want to leave behind. Enjoy your retirement with our support.
Check the background of investment professionals on FINRA’s BrokerCheck.
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Helping Pre-Retirees & The Newly Retired
Plan a Sustainable Future.
APEX Financial Group is a Cedar Rapids-based financial services firm focused on your retirement journey. You’ve worked hard to prepare for your retirement. Don’t let a lack of planning in retirement prevent you from fully appreciating your non-working years. Our specialty is helping pre-retirees and the newly retired manage their assets to produce a sustainable income. Click on your current life stage below to learn more about what we can do for you.
Young Professionals
It’s Never Too Early to Begin…
Don’t wait to design your dream retirement. The sooner you start, the smoother the journey. Get started with a personalized financial plan today and chart a course to your ideal future.
Pre-Retirement
The Perfect Time to Plan With a Pro…
It’s important to plan well before your final working day. Start your financial planning and wealth management relationship with us so we can gain a thorough understanding of your assets pre-retirement.
Newly Retired
A Step in The Right Direction…
Your retirement is now a reality. Determine an appropriate withdrawal rate on your assets so you have the money you need to enjoy your retirement.
In Retirement
Worry Less, Live More…
Ensure your goals are still being met as you age. Take care of the legacy you want to leave behind. Enjoy your retirement with our support.
Check the background of investment professionals on FINRA’s BrokerCheck.