We understand that investors and retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs.
Because many of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill. Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer. This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Because many of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill. Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer. This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Services
Since 1965, APP Financial has been providing retirement and financial planning to clients in Fort Wayne and the surrounding areas with a fully licensed, registered and highly experienced group of advisors and staff. APP Financial specializes in assisting people in the 55-plus age group manage wealth in preparation for retirement; then assist those clients as they enter the distribution and income phase of their retirement.
Our mission is to get to know and understand your needs, desires, and long-term goals. All of our energies, commitment, and efforts are focused on you, the client, as we develop, implement, and monitor a strategy designed to meet your specific investment objectives. At APP Financial, we have made a commitment to excellence in everything we do.
Gerry is the founder and owner of APP Financial. After graduating from Ball State University with a Bachelor's of Science degree, Gerry went into the life insurance business full time. Gerry is passionate about the insurance business. Greg followed in his Father's footsteps and joined APP Financial as a Registered Representative in 1997, educating and assisting clients with their retirement needs.
We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your investment capital to do for you. The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client.
At APP Financial, our client's trust and best interests are always our top priority. All our advisors have obtained the Accredited Investment Fiduciary (AIF) designation and hold themselves to the highest of fiduciary standards. We value our client's privacy by keeping personal information confidential; we do not share or sell any client information.
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