Work With Us
We strategize with passion, tailoring action plans to suit your specific goals. No question about money is trivial to us, and we encourage open conversations on all subjects. Prepare to experience the excitement of shaping your financial future with us!
At the heart of our services lies an unwavering loyalty to our clients. You'll never have to doubt whether we're on your side. From the moment we start working together, we commit to being your life-long financial allies.
In essence, we're masters of our craft. With 17+ years of experience in finance, we've consistently helped high-earning, goal-oriented professionals reach their financial aspirations. Are you ready to be our next success story?
Gold Medal Services
Welcome to our Service Menu! At Apricus Capital Strategies, we are dedicated to helping you achieve financial security and peace of mind. Our services are tailored to meet your unique needs and goals. Here’s a glimpse of what we offer:
Retirement Income, Distribution & Care Planning
Analysis of your current and future income needs
Insurance planning and analysis, Long Term- Care Reviews and planning
Continual development and implementation of recommendations to fund your income needs to enhance your lifestyle
Recommendations regarding the most appropriate distribution strategy for your employer retirement plans and IRAs
Analysis of the beneficiaries of your IRAs and life insurance
Tax Reduction Planning
Comprehensive review of your tax return to highlight opportunities for increasing tax reduction strategies
Annual review of your tax situation and planning to incorporate any new tax law changes
Complimentary consultation with your tax preparer
Recommendations of tax strategies including tax advantaged investments
Staying current on and presenting new tax laws that can affect your situation
Client Services & Communications
Quarterly Newsletter to keep you apprised of the most current planning strategies
Quarterly, semi-annual or annual reviews
Special reports on how to help reduce your taxes and other important topics
Special Gold Medal Service Events, including client appreciation events (where you may bring up to 2 guests)