What We Do


At APG we provide the following services to Individuals, Families, Businesses and Professionals:

  • Comprehensive Financial Planning
  • Retirement Planning
  • Retirement Income Strategies
  • Investment Planning & Asset Allocation
  • Insurance Planning
  • Estate Planning
  • Long-term Care Insurance
  • Non-qualified Deferred Compensation
  • Disability Income Protection
  • Key-Person Loss Indemnification
  • Buy & Sell Funding Plans
  • Executive Salary Continuation Programs
  • College Funding Programs
  • Charitable Gifting Strategies