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APPS Financial Group, Inc.

214 E Edgewood Dr
Friendswood, TX 77546

Phone:

281-993-8647

Fax:

281-310-8677

E-mail:

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Calculators

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Income and Retirement solutions for todays volatile markets

APPS Financial Group


APPS Financial Group, Inc. is an independent, financial advisory firm which specializes in financial planning for retirees and those about to retire. We are here to educate and provide information to help people make the right decisions in an ever changing market. We realize that no two situations are exactly the same and that is why our services are flexible enough to create a customized financial strategy that can help you reach your goals.

Office Hours - By appointment only

Monday - Thursday 9:00 am - 3:00 pm

Friday 9:00 am - 1:00 pm

After hours available for special circumstances

We provide advice and solutions to meet your needs in each of the following areas:

Investments

  • Actively Managed Portfolios - Strategic or Tactical
  • Income Producing Investments
  • Non-Correlating Asset Classes
  • Protecting Your Principal
  • Organizing Your Investment Information

Retirement Planning

  • Social Security & Company Benefit Coordination
  • 401K Rollover Planning
  • Analysis of Pension Options
  • Realistic Goal Setting

Insurance Coverage

  • Life Insurance
  • Long Term Care - Health or Life Based coverage
  • Medicare Supplements
  • Burial Policies
  • Review of Existing Policies

Estate Planning

  • Coordination of Legal Documents
  • Beneficiary Reviews
  • Wealth Distribution to Family or Charity

Tax Planning

  • Tax Return Review
  • Strategies to Reduce Tax Burden
QLACs: Your Retirement Accounts Can Act Like Pensions

Shows how qualified longevity annuity contracts create lifetime income.

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HOT TOPIC: Tariffs Drive Market Volatility

Explains why tariffs have shaken markets and long-term trends to consider.

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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Savings Accumulation

Estimate the future value of your current savings.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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