APA partners with you to build a comprehensive, tax-smart income plan for your retirement years. Count on us for unique strategies designed to protect your wealth from market crashes and taxes. We also offer income analysis to show how much your retirement paycheck will be and how long it will last.
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Achieve a solid, stress-free plan for retirement income while leaving a budget for unforeseen health events.
Build tax-favored income that provides peace of mind and control during retirement.
Kai-Zen is a strategy that helps you maintain your current lifestyle in the event of a chronic illness, premature death, or an inability to sufficiently save for retirement.
Tri-Zen is a pre-tax benefit strategy suitable for C Corporations and not-for-profit organizations that allows employers to offer the ideal benefits for their key personnel.
