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APPS Financial Group, Inc.

214 E Edgewood Dr
Friendswood, TX 77546

Phone:

281-993-8647

Fax:

281-310-8677

E-mail:

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Income and Retirement solutions for todays volatile markets

APPS Financial Group


APPS Financial Group, Inc. is an independent, financial advisory firm which specializes in financial planning for retirees and those about to retire. We are here to educate and provide information to help people make the right decisions in an ever changing market. We realize that no two situations are exactly the same and that is why our services are flexible enough to create a customized financial strategy that can help you reach your goals.

Office Hours - By appointment only

Monday - Thursday 9:00 am - 3:00 pm

Friday 9:00 am - 1:00 pm

 

 

After hours available for special circumstances

We provide advice and solutions to meet your needs in each of the following areas:

Investments

  • Actively Managed Portfolios - Strategic or Tactical
  • Income Producing Investments
  • Non-Correlating Asset Classes
  • Protecting Your Principal
  • Organizing Your Investment Information

Retirement Planning

  • Social Security & Company Benefit Coordination
  • 401K Rollover Planning
  • Analysis of Pension Options
  • Realistic Goal Setting

Insurance Coverage

  • Life Insurance
  • Long Term Care - Health or Life Based coverage
  • Medicare Supplements
  • Burial Policies
  • Review of Existing Policies

Estate Planning

  • Coordination of Legal Documents
  • Beneficiary Reviews
  • Wealth Distribution to Family or Charity

Tax Planning

  • Tax Return Review
  • Strategies to Reduce Tax Burden
Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Playing Fair: New Consumer Protections for Airline Passengers

Explains new federal law and DOT rules for air-travel consumer rights.

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IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Car Affordability

How much can you afford to pay for a car?

Disability Income Insurance

How much Disability Income Insurance do you need?

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