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<strong>Our Services</strong>

Our Services

At Apple Financial Services LLC, we specialize in providing comprehensive retirement services to individuals seeking to develop solid retirement strategies. Whether you are already retired or approaching retirement, we invite you to explore our website, where you will find a wealth of information tailored to your needs. Our personalized and hands-on service ensures that we educate our clients about financial concepts and products, demystifying areas such as investing, insurance, estate conservation, and wealth preservation.

We recognize the numerous challenges faced by retirees today, with the primary concern being the fear of outliving their money. Therefore, we prioritize money management alongside other crucial aspects that contribute to your overall financial well-being.

In addition to our retirement services, we also offer family services, investment management, and income protection. Our goal is to provide a holistic approach that addresses all aspects of your financial journey, ensuring a secure and prosperous future.

PLANNING TODAY FOR YOUR TOMORROW

Your source for investment, retirement and insurance services.

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Retirement Services

  • Retirement plan rollovers
  • 401(k) and 403(b) plans
  • Educator and Government plans
  • Individual Retirement Accounts (IRAs)
  • Retirement income planning
  • Business retirement accounts
  • Benefits and Social Security

Family Conversations

  • Living expenses: parents and children
  • Assisting relatives
  • Asset protection**
  • Estate planning
  • Wills
  • Trusts
  • Charitable giving
  • Beneficiary review

Investment Management

  • Setting goals
  • Creating a savings and investment plan
  • Protecting your financial security
  • Building your net worth
  • Education Planning
  • Managing wealth
  • Creating an income from your assets

Income Protection

  • Life Insurance
  • Disability
  • Long Term Care
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<strong>Trust &#38; Will</strong>

Trust & Will

Estate planning made easy.

Whether creating your estate plan or settling someone else’s, Trust & Will is designed to help you rest assured.

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*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer, (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Apple FCU has contracted with CFS to make non-deposit investment products and services available to credit union members. Apple Financial Services LLC is a subsidiary of Apple FCU and is not directly affiliated with CFS. Tax preparation services are not affiliated with CFS. CFS and its Representatives do not provide tax advice. A qualified professional should be consulted for specific individual tax or legal guidance. **Representatives are not attorneys. For legal questions, including discussions of trust and estate planning, please consult your legal expert.

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