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Helping people enjoy financial peace of mind.
Established 1977
Preparation is the key to success.

Investment Advisory Services

APS provides investment advisory services to both retirement plans and individual clients. APS’ principle investment discipline is maintaining an acceptable level of risk given the expected level of return in our client’s investment portfolios. APS carries this discipline across both retirement plan and individual client portfolios.

Clients enjoy the investment advice and counsel of APS through every stage of their lives, from the tax and investment planning decisions of designing their retirement plan to the ongoing investment management and growth of retirement plan assets.

Finally APS, in cooperation with the client’s tax advisors, will assist with the tax and capital preservation strategies associated with the distribution of plan and personal assets at retirement or the sale of their business.

APS focuses on providing ongoing investment advisory services through all market and economic cycles to provide our clients with a consistent bedrock of advice.

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