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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:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

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

Details 401(k) contribution and catch-up limits for maximizing savings.

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This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

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Overreacting to market movements or trying to 'time the market' by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.

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

How much do you need to save each year to meet your long-term financial goals?

Determine whether you should consider refinancing your mortgage.

How much Disability Income Insurance do you need?

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