The Company: Apex Financial Planning  

Apex Financial Planning is a company that was formed by me with the intention of being totally independent, and providing financial products from companies that best suited my clients overall needs. My key partnering firms are well established, solid financial companies, such as ING, Allianz, AIG & American Equity. A range of retirement, annuity and life insurance products are recommended through them as tools to help empower my clients to take charge of their financial future.

Apex FAQ's

Financial Services Offered to Clients

A 'needs analysis' is conducted with prospective clients to establish where they are at present, and what their financial needs are. Do they need to start saving (or saving more) money for retirement? Do they have a nest egg that needs to be rolled over and invested? Do they have any insurance needs? The number one thing I'm selling however is me, cause I know that if I impress you, regardless of whether or not you become a client, you'll likely recommend me to friends & family, which is my goal.
                       
Retirement
Annuities
Insurance

The Founder and Owner, James Pineo 

At the age of 32, with a Bachelor of Economics degree from Rhodes University (one of the five 'tier one' schools in South Africa), I have 6 years combined experience in financial planning and accounting. I have been in America for a decade: the past 5 years of those being here in Las Vegas, and am well settled in the community. In setting the example for my clients (which is #1), I am debt free, save a large percentage of my income for retirement, and I also own life insurance.

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