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How We Serve You

Life comes at you fast, and it often seems like it’s never going to slow down. Since 1983, we’ve helped our clients through the ups and downs of life – in the markets and at home. No matter where you are right now, we’ve been there, and we can help. 

Common Questions, Uncommon Answers

Your biggest financial questions have answers, we promise.

Why Should I Hire a Financial Advisor?

I’m looking at my clients’ money profile and I see it: a retirement plan account opened through a robo platform. This fact is not surprising, I had previously discussed this with my client.
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How Do I Know Which Investment Strategy Makes the Most Sense for Me?

There are many factors that affect choosing an investment strategy. The first set of factors begins with you, our client.
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Can you handle the complexity of my situation?

We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While we’ve helped thousands of families navigate complex financial needs, each family gets a personalized allocation strategy to help guide them through life’s major decisions.

Which Type of Life Insurance is Right for Me?

Life insurance is one of the most versatile financial assets available to us. Few solutions carry as many tax advantages, cover as wide a variety of situations and come at such a range of costs.
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How Will My Financial Plan Change Over the Course of My Life?

Let’s look at three financial tactics to focus on in each decade of your life starting with your 20s.
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What are you going to do with my money?

First, we’ll get to know you and what you value most. We’re going to figure out your goals and the outcomes you’d like to achieve. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to achieve those outcomes. After we determine your Family Index Number, we’ll allocate your money to our various investment strategies designed to help you pursue those goals.

When Should I Start Worrying About Putting Together My Estate Plan?

Who wants to spend an afternoon thinking about their mortality? No one, which is why more than half of Americans don’t even have a will.
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How is My Tax Situation Different After the Passage of the Tax Cuts and Jobs Act?

The Tax Cuts and Jobs Act was the single largest tax reform legislation passed in the last 30 years.
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How can you make my life easier?

As your trusted advisor, we’re focused on adding convenience and simplicity to your life. We will make sure you’re educated on your investments and how we manage your money – providing as much or as little information as you’d like.

Whether you’re investing hundreds or millions, at Aptus Wealth Planning®️ we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.

Everyone Offers Retirement Planning These Days. What’s so Special About Our Approach?

We often compare retirement planning to trying to hit a moving target in the wind. The target is your retirement goals – essentially what you want to spend and accomplish with your finances.
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How can I donate in the most efficient way possible?

There are many ways to give to nonprofit organizations. When it comes to giving money, there are many personal benefits, both emotional and financial.
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