Total Financial Planning
You will never be just an account number. Simply contact us to arrange a complimentary meeting so that we can learn more about each other and how we can serve you and your family.
Your APC Client Experience: From Onboarding to Ongoing Support
Week 1: Introductory Meeting
Get to know APC, ask questions, and help us learn more about your individual needs. We will recommend the next steps.
Week 2-3: In-Depth Data Gathering
Provide requested financial data to us and work together to set financial goals that reflect your values.
Week 4-5: Strategy Development
Our team meets internally to collaborate, develop, and prepare our recommendations.
Week 5-6: Strategy Presentation
We’ll meet with you to discuss our initial planning and investment recommendations and implementation actions.
Year-Round Services
Quarterly Reviews
Winter Season Planning
Preparation of Annual Tax Reports & RMD Letters
Distribution Planning for the Year
Annual Client Portfolio & Planning Update Meetings
Spring Season Planning
Request for Tax Returns
Preliminary Roth Conversions
Annual Client Portfolio & Planning Update Meetings
Summer Season Planning
Internal Client Record Reviews
Preliminary Tax Return Reviews
Annual Client Portfolio & Planning Update Meetings
Fall Season Planning
Year-End Tax Planning
Final Roth Conversions, QCDs & DAF Contributions
IRA Required Distribution Confirmations