APEX Financial Group (AKA – Hennings Financial) was founded in 1987 and has been proudly based in Cedar Rapids, Iowa, since our inception.
We are an independent financial services firm whose fee-based advisors focus on retirement rollovers and retirement income planning. Our business structure gives us the flexibility to do what is best for our clients while remaining independent in the advice we give and the products we recommend.
Our firm does not have sales quotas to meet – our goal is to help you retire comfortably and with the security knowing you will not outlive your assets. That starts by getting to know one another. We want to understand you prior to recommending any solution to your need.
We commonly work with blue collar professionals and farmers – people that know the value of hard work – and have had the privilege of working with individuals from some of the largest corporations in Cedar Rapids.
Here is our 7-step process:
- Understand each clients personal financial situation
- Identify and select Goals
- Analyze the current course of action and potential recommendations
- Develop financial planning recommendations
- Present financial planning recommendations
- Implement financial recommendations
- Monitor progress and meet with clients regularly
We look forward to collaborating with you. Feel free to stop by call, email, or text us at your convenience.
Does converting to a Roth IRA or Roth 401(k) make sense for you?
Give us a call to discuss.