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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:

tom@appsfinancial.com

Calculators

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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

Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers

Shows how high-income earners can create tax-free retirement income via workplace plans.

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Is Your Dream Kitchen a Good Investment?

Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.

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Be Storm Smart: How to Prepare for Extreme Weather

More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can't control the forecast, they can take proactive steps to prepare.

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Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Loan Payoff

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

IRA Eligibility

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

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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