For those who don't feel ready for financial planning or investment management services, or are "do it yourself" investors with specific questions or concerns, Apex can still help you. We offer financial consulting services on an hourly basis, or on specific projects, to help give you clarity about your financial concerns so that you can make the best financial decisions for your situation. Since we do not sell any products or get paid by anyone but you, our client, you can be assured that the advice you receive will be in your best interest.
Typical consulting services topics include:
- 401K reviews and analysis
- Analyzing buy/hold/sell decisions on real estate or other investments
- Budgeting advice
- Post-divorce financial considerations
- Debt management
- Analysis of the financial impacts of personal decisions: changing careers, returning to school, family planning, work/family issues for working mothers
The cost of the engagement will be based on the time and the scope of your specific needs. A full description of all of our fees can be found in our ADV. To receive a copy of our ADV please click here.