APPS Financial Group, Inc.
214 E Edgewood Dr
Friendswood, TX 77546
Phone:
281-993-8647
Fax:
281-310-8677
E-mail:
Income and Retirement solutions for todays volatile markets
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
Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.
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The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.