Our Services


While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been identified we will will recommend a plan that has the greatest probablility of success within your overall risk tolerance parameters. We will monitor the progress of your plan on a regular basis to insure that plan design remains on target while taking into account any changes in your overall financial situation.

We can help you execute a sound financial program utilizing the following products and services:

  • Mutual Funds
  • Life Insurance
  • Exchange Traded Funds
  • Disability Insurance
  • Fixed & Variable Annuities
  • Long Term Care Insurance
  • Corporate Retirement Plans
  • Mortgage Products

           Mutual Funds, ETF's, Annuities & Retirement Plans offered through APFS