Proudly Celebrating 40 Years of Helping Families, Individuals and Businesses Achieve Their Financial Goals.

Our unique Life Planning approach allows our team to address a multitude of issues that can impact your overall financial well being. We offer consultations to discuss how we may be able to work together to improve your financial situation and ultimately guide you to achieve true retirement prosperity. We offer our financial services to both businesses and individuals.

Apogee Financial Services Group, we offer many of the services you would traditionally find spread out over multiple providers. Rather than working separately with a tax professional, a financial planner, an investment manager and a financial advisor, you can find all of these services and more under one roof.

Financial Services

Retirement and Retirement Income Planning
Wealth Management
Personal and Business Tax Planning
Social Security Planning
Personal Financial Planning
Business Succession Planning
Estate Planning
Family Dynasty Planning
Tax Return Preparation
Debt Elimination and Programmed Savings Solutions
College Financial Planning and Student Positioning
FAFSA and CSS Profile Preparation
Insurance Planning
Risk Management and Analysis
Charitable and Planned Giving
Workplace Education Programs
Community Education Programs
Private Speaking Engagements