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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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Contact Us

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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
Have You Set a Retirement Savings Goal?

Guides readers through estimating a realistic retirement savings target.

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Consider Munis for Tax-Free Income

Notes record issuance of municipal bonds and their tax-exempt appeal.

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Fine-Tuning with Sector Funds

Explains how S&P 500 sector funds behave differently and why diversifying across them can be useful.

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Three Ways to Help Build Financial Resilience

Outlines steps toward handling financial setbacks and emerging stronger.

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Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Disability Income Insurance

How much Disability Income Insurance do you need?

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

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