At Ap Financial Planning, our process to help the education community is simple. We evaluate your goals, help you make a plan and continually evaluate the results. By determining your time frame for your goals, looking at your risk tolerance and defining your objectives, we can help you pursue financial security.
- College Funding
To address steadily increasing costs of higher education.
- Estate Planning*
To manage the transfer of wealth to your heirs or provide charitable gifts.
- Insurance Planning
To ensure adequate protection for your loved ones.
- Investment Strategies
To help you achieve your desired level of return according to your risk tolerance.
- Retirement Planning
To help ensure that you have sufficient income to enjoy your retirement years.
- Tax Planning*
To lessen the effect of taxes on your income and estate.
*Representative is neither a tax advisor nor attorney. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.
Call 240.599.7490 to talk to an advisor to review your financial plan and assess your needs to ensure you are on the path toward your envisioned financial future.
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.