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Wealth Management Services

At Aptus Financial Planning, we provide our clients a blueprint that is both comprehensive and practical. This blueprint or financial plan will serve as a guide to your family striving for its long-term financial goals and objectives.

Our profession is based upon trust. At Aptus Wealth Planning, we provide you with sound advice while acting in a fiduciary capacity. Our interaction with our clients is transparent so they know why decisions are made and exactly what our fees are. Lastly, we continually monitor and update your blueprint so both parties can be held accountable and realistic expectations are set.

Portfolio Management

Our approach to managing your investments takes a multi-faceted approach. This investment process is built on discipline which drives repetitiveness and consistency. Learn more

 Financial Planning

We have a team of financial planning professionals who will analyze your cash flow to ascertain the optimal strategy to pay your monthly bills while maintaining a plan to pursue your long-term financial goals. Learn more

Risk Management

We have a team of experienced insurance professionals who identify risks and providing suitable comprehensive protection planning to mitigate these risks. Learn more

Estate Planning

Our team of wealth enhancement professionals devises a plan for you to help ensure your legacy is shared with the people you care about and not 350 million other Americans by way of Uncle Sam. Learn more

Tax Planning

We believe it’s not just what you make it’s what you keep. We can work with your local Accountant to ensure you are taking the necessary steps today to minimize your tax burden in the future. Learn more

Private Trust Services

Our trust services team can provide your family with professional guidance for multiple generations. Learn more