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 suit my clients needs. Partnering firms are well established, solid financial companies, such as ING, Allianz, AIG and 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.
Financial Services Offered To Clients
A needs analysis is conducted with prospective clients to establish where they are at present, and what their most pressing 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, you will likely recommend me to friends and family.
The Founder And Owner, James Pineo
I have a Bachelor of Economics degree from Rhodes University, one of the five 'tier one' schools in South Africa. At the age of 32, I have 6 years combined experience in financial planning and accounting. I have been living in America for a decade: the past 5 years of them being in Las Vegas, and am well settled in the community. In setting the example for my clients, I'm debt free, save a large percentage of my income for retirement and also own life insurance.
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