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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

Please feel free to contact us with any questions.

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Videos

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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

Online Shopping in the Tariff Era

Even small online purchases that are shipped from outside the United States must now pass through customs - and are likely to incur duties.

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What Can You Learn from Your Tax Return?

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

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Voluntourism: A Vacation That Makes a Difference

Describes benefits of volunteer travel for personal growth and giving back.

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A Roadmap for Your Family

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

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Loan Payoff

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

Lease Payment

How much would your monthly lease payment be?

Federal Income Tax

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

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

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