Where Security And Opportunity Work Together.
APO Rules of Retirement Planning:
Rule 1: Protect Your Assets Rule 2: Don’t Run Out of Money Rule 3: See Rules 1 & 2
ABOUT APO FINANCIAL
Retirement isn’t a destination that should be taken lightly. Arriving there without the proper planning often leads to disastrous results. APO Financial was founded in 2008 after we witnessed the greatest destruction to personal wealth since the great depression. For those retiring or recently retired during that time the impact on their financial lives was devasting and something many would never recover from.
The system failed those people and we made it our mission to protect our clients from having their retirement plans destroyed by severe market losses. But we didn’t stop there, we created the APO Strategic Wealth Building division because to have a successful retirement you can’t only play defense, but need to have a strong offense as well. The Strategic Wealth Building division is focused on finding efficiencies and seeking opportunities to help our clients achieve their retirement goals and maintain their preferred lifestyle throughout their retirement.
At APO Financial, we believe in living your life in 5-year increments. This applies to all phases of life but in particular, life in retirement. This is why we structure wealth building around the client’s vision of what they want the future to look like, their main priorities, and top goals for retirement.
APO FINANCIAL RESOURCE CENTER
Thinking differently begins with education. The APO Financial Resource Center is your central location to find the information you want.
You’re one click away from starting your journey to Financial Independence.
USEFUL GUIDES
Learn more about retirement planning strategies by downloading one of our informative guides.
STEP INSIDE THE OPPORTUNITY ZONE PODCAST!
If you want the opportunity to save with tax-smart investment strategies, create lifetime income streams and plan for a successful retirement, then step inside The Opportunity Zone Podcast!
Opportunity Zones: The Biggest Tax Break Ever
Interested in learning more about how alternative investments could fit into your financial plan? Download John and Brian’s newest book, Opportunity Zones: The Biggest Tax Break Ever! In this book, they offer valuable insights into what an opportunity zone is, how they work, and whether or not they might be right for you. This book covers topics like: taxes deferrals, capital gains, real estate investment trusts, private equity platforms, and more.
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