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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

Index Funds: Traditional and Not-So-Traditional

While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.

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Charitable Gifts of Life Insurance

Explains using life insurance to make meaningful charitable donations.

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Financial Tools That Can Help Americans with Disabilities

Special needs trusts and ABLE accounts can help disabled individuals establish financial independence and save for the future without losing access to critical government benefits.

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Medicare Open Enrollment: A Time for Choices

Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

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Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Loan Payoff

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

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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