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Our Process

At Apex Financial Services, Inc. we provide our clients with both comprehensive financial planning and asset management. In our firm, comprehensive financial planning is a process where we first listen to you. Once we know what is important to you, we can begin to develop an effective financial strategy to help you achieve your goals. We take the time to examine the different facets of your financial life in order to provide you the best results.

The basic steps to our financial planning process are as follows:

  1. Choose your team
  2. Gather information
  3. Analyze Data
  4. Team makes recommendations
  5. Make decisions and implement them based on the recommendations
  6. Provide periodic review based on your changing situation
  7. Our asset management process is most effective when succeeding our financial planning process. We want you to understand the investment of your hard earned assets. You can sleep better at night knowing that a diversified portfolio suited to your investment personality is being managed on an ongoing basis by professionals who have researched the best solutions for your specific situation.

The steps we take for our asset management process are as follows:

  1. Gather your pertinent financial data
  2. Identify your needs, goals, constraints and unique circumstances
  3. Discuss investment philosophy and money management approach
  4. Develop frame of reference regarding investment performance
  5. Define investment objective
  6. Determine breadth and degree of portfolio diversification
  7. Design portfolio and allocate assets
  8. Provide ongoing review of portfolio and recommend revisions as needed

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