apex Wealth Management
Services .
Our federal and financial products & services.
We provide the support you need when figuring out your pension, 401(k), and other important benefits. Our team knows the intricacies of all Federal Benefits and can help provide more information on any.
Our resources and services .
Full-service financial advisory to all pensioned retirees across America.
Federal Benefits
We provide the support you need when figuring out your pension, 401(k), and other important benefits. Our team knows the ins and outs of all Federal Benefits and can help provide more information on any.
- Pension Calculation
- FEGLI Changes
- Leave & Earnings
- Best Date to Retire
- Interim Period Strategy
- Social Security Strategy
- Pension Calculation
- Supplement Calculation
- Pension Booster
- Disability Retirement
- TSP Distribution Options
- TSP Modernization Act
Financial Services
A well-thought out financial plan is the key to a smooth transition into retirement. We will help you build an optimal strategy that is in line with your goals, needs, and financial situation.
- Income Gap Analysis
- Roth Conversions
- Basic Tax Strategy
- Debt Strategy
- Net-to-Net Comparisons
- Cost-of-Living Adjustments
- Life Insurance Optimization
- Thrift Savings Plan Distribution Optimization
Paperwork Assistance
We strive to simplify the filing process and streamline all paperwork so that you can focus on the things that are most important. Rest assured that we understand the complexities of the paperwork all government employees must navigate.
- Retirement Paperwork
- Military Buy-Back
- Benefit Change Form
- TSP Transfers/Distributions
- Option C Reimbursements
- Life Insurance Reimbursements
- Sub-Time Buyback
- Disability Retirement
free portfolio analysis
Need more details? Contact us.
The guidance and strategy you need to live the retirement you want.