When it comes to financial decisions, nothing is more important or personal than insurance.  Given that, you should expect your agent to provide you with personal service.  At  Apex Insurance and Financial Services, our goal is to help you make the decisions that are right for you, your family, and your business.


  • Life Insurance
  • Equity Index Annuities
  • Long Term Care
  • Retirement Planning
  • Executive Benefits

Long Term Care Insurance, Learn how this 1 insurance can save your retirement (click). 

TIPS For Purchasing Life Insurance


Do you have  RETIREMENT concerns?  Do you have questions about your retirement such as: Will I have enough? How long will my funds last?    If so CALL  916-338-1345  to request a  No cost, No obligation Analysis and Comparison.  In 20-minutes we will introduce our  Proprietary Retirement Strategy "The Family Retirement Plan™"  and  show you how to...

BBusiness Insurance

       Travelers Health Insurance Quote (click)

Our Indexing (click)

  Life Happens MP4

We work with more than 100 preferred insurance providers to ensure you the best choices and solutions. However, you don't have to worry about being shown products or coverage you don't need or want.  What you can expect from APEX is honest information and personable service.

  • Click here for presentation request.
  • Develop a comprehensive retirement
    planning strategy at any age and any income level
  • Protect your savings from Inflation
  • Mitigate or Eliminate taxes during Retirement  
  • Mitigate or Eliminate your risk during Retirement
  • Learn logical steps using guaranteed products to secure a happily ever after Retirement
  • Increase retirement income, Tax planning is essential to a healthy retirement plan
  • Decide what age you should start Social Security

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