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apex Wealth Management

About .
Learn more about Apex Wealth Management, LLC

We believe that it is never too early or too late to start planning for retirement. Our goal is to provide you with valuable knowledge and experience to help craft the perfect retirement for you, regardless of timing. We specialize in financial planning and provide our clients with retirement planning products and services. The end goal is to set you up on a path toward achieving all your retirement goals.

meet our founder & president - ben cuca

Ben Cuca of Apex Wealth Management comes from a background in finance. He is licensed in Life and Health Insurance, Annuities, and holds a Series 65 registration. In his practice, he specializes in retirement benefits, financial planning, wealth/asset management, Thrift Savings Plans, Social Security, and Pension Calculation. In his career, Ben has helped thousands of people with creating them a financial plan, and assisting with their retirement. First, he takes the time to research his client’s retirement system, then he diligently works to help meet the needs, wants, and goals that they have for retirement.

Our Process is Easy.

The process that will guide you to maximize your benefits, structure your income, and navigate the retirement process.

Our Process is Easy.

The process that will guide you to maximize your benefits, structure your income, and navigate the retirement process.

  • Analysis

    Everyone has unique goals for their retirement. Your path will look different than many others. That’s why first things first, we conduct a benefit analysis and strive to learn all your wants and needs. This analysis will help us get a good grasp on what services you may need to include in your planning.

  • Share

    We believe that sharing knowledge is the best way to choose a plan of action for your retirement. We will explain all of your options and all products that you may be considering. We will not push certain plans on you, we will simply explain what we have found to be successful for others and what options you have.

  • Maximize

    Now that you are fully aware of your options, we want to maximize the value of your plan. Our goal in this step is to provide you with the peace of mind you need right now. If you want any changes later on down the line, we are also happy to walk you through those and discuss more.

Get Started Today
Start with our simple process.

Learn about the process that will assist you to maximize your benefits, structure your income, and navigate the retirement process.

  • Analysis

    Everyone has unique goals for their retirement. Your path will look different than many others. That’s why first things first, we conduct a benefit analysis and strive to learn all your wants and needs. This analysis will help us get a good grasp on what services you may need to include in your planning.

  • Share

    We believe that sharing knowledge is the best way to choose a plan of action for your retirement. We will explain all of your options and all products that you may be considering. We will not push certain plans on you, we will simply explain what we have found to be successful for others and what options you have.

  • Maximize

    Now that you are fully aware of your options, we want to maximize the value of your plan. Our goal in this step is to provide you with the peace of mind you need right now. If you want any changes later on down the line, we are also happy to walk you through those and discuss more.

get started today
Still Not Convinced ?
At Apex Wealth Management, LLC, we understand that it can be difficult to find reliable sources to answer questions centered around your personal situation. If you are one of the thousands of federal employees retiring each year, finding the proper guidance in a timely fashion can be particularly challenging. We provided you with tools in having a solid support system in place to answer your retirement questions and catch any concerns in your plan earlier. That way, when you are ready for retirement, retirement will be ready for you.

what sets us apart?

Our knowledge and familiarity with FERS, CSRS and LEO retirement systems allow us to tailor advice and planning that is uniquely suited to your situation.

Who are our clients?

Our clients are anyone with a pension, particularly federal employees.

is location a problem?

Headquartered in Chicago, Illinois, we service clients and host retirement workshops all across the country.

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