RETIREMENT & SECURITY
Retirement & Security There is no question that retirement comes with its own unique set of challenges. At APP Financial, we strive to use our experience, skill and thorough understanding of your needs to build a portfolio that has the highest likelihood of helping you face these challenges with success. Contact us today for a complimentary consultation!
About Us Since 1965, APP Financial, under the ownership of Gerry Whitenack, has been providing retirement planning to clients in Fort Wayne and the surrounding areas. Following in his father’s footsteps, Gerry’s son, Greg, joined the business in 1997. Stephen Kelker joined APP Financial in 2006 as a Financial Advisor; Lisa Everson also joined the firm in 2006 as Office Manager; all supported by a fully licensed, highly experienced staff. APP Financial specializes in assisting people in the 55-plus age group as they accumulate and protect wealth in preparation for retirement; then assist those clients as they enter the distribution phase of their retirement. We operate like family; one of our most distinguishing traits is how well we listen and how much we care. When you call our office, you will speak with someone who is not only happy to serve you, but knowledgeable and generous with their time.
9933 Dupont Circle Dr West, Suite 110 • Fort Wayne, IN 46825 www.appfinancial.com • [email protected] 260-484-9577 or Toll Free at 800-322-3596 Call Today!
Scan the QR Code to Visit Our Site!
At APP Financial, our goal is to assist clients in designing a retirement portfolio suited to their individual needs, then helping to protect those assets through their retirement years. Whether you are just starting to save, need to rollover an employer 401k, starting to plan for retirement, or are ready to retire; our advisors and staff will not only guide you through the retirement and financial planning maze, but will do everything we can to answer your questions and make you comfortable so that you can enjoy your savings and retirement years. We understand that people face many important decisions that can affect their long-term financial success. Some of these decisions revolve around choosing investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs.
Your Partner
Because over 90 percent of our clients are retirees with similar concerns, we are in a position to approach such challenges with experience and skill. Most people lack the time, the desire, or the experience to manage their investment portfolios. We consider it an honor and a privilege to help our clients make sound investment decisions that will help contribute to a secure future. Our mission is to get to know and understand your needs, desires and long-term goals. All of our energies, commitment, and efforts are focused on you, the client, as we develop, implement and monitor a strategy designed to meet your specific investment objectives. At APP Financial, we have made a commitment to excellence in everything we do. Our goal is to exceed our client’s expectations at all times.
for Success Your Trust
At APP Financial, our clients’ trust and best interests are always our top priority. We value our clients’ privacy by keeping personal information confidential; we do not share or sell any client information. Compliance to industry regulations is
always top of mind with our advisors and staff. We have designed our processes and developed our staff with integrity; treating everyone with dignity and respect and always striving to provide the best service possible.
Experience & Skill When you choose our services, you benefit by obtaining comprehensive advice from a team of
highly qualified professionals – individuals with vast experience in addressing your particular financial needs.
Independence & Objectivity As an independent financial planning firm, we represent our clients and their interests rather than any specific company. While some financial institutions recommend investment products that
With our team of experts managing your portfolio, you can spend less time worrying and more time enjoying the life you’ve earned.
are manufactured by parent or subsidiary business entities, we have no such ties. Our independence is vital to delivering objective and unbiased recommendations.
Disciplined Process Phase 1: Discovery
Phase IV: Monitoring and Adjusting
We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your
By conducting regular review meetings, we can monitor and stay in tune with our client’s individual circumstances. Whether a client’s goals and objectives change or market conditions change, adjustments can be made along the way.
investment capital to do for you.
Phase II: Strategy The primary objective of this stage is to develop an effective, long term investment strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend for long-term
DISCOVERY
STRATEGY
success.
Phase III: Implementation The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we
Our Process MONITORING & ADJUSTING
IMPLEMENTATION
strive to make this process quick and easy for you.
Securities and advisory services offered through SII Investments, Inc. (SII), member FINRA/SIPC and a Registered Investment Advisor. SII and APP Financial are separate companies.
About Us Since 1965, APP Financial, under the ownership of Gerry Whitenack, has been providing retirement planning to clients in Fort Wayne and the surrounding areas. Following in his father’s footsteps, Gerry’s son, Greg, joined the business in 1997. Stephen Kelker joined APP Financial in 2006 as a Financial Advisor; Lisa Everson also joined the firm in 2006 as Office Manager; all supported by a fully licensed, highly experienced staff. APP Financial specializes in assisting people in the 55-plus age group as they accumulate and protect wealth in preparation for retirement; then assist those clients as they enter the distribution phase of their retirement. We operate like family; one of our most distinguishing traits is how well we listen and how much we care. When you call our office, you will speak with someone who is not only happy to serve you, but knowledgeable and generous with their time.
9933 Dupont Circle Dr West, Suite 110 • Fort Wayne, IN 46825 www.appfinancial.com • [email protected] 260-484-9577 or Toll Free at 800-322-3596 Call Today!
Scan the QR Code to Visit Our Site!
At APP Financial, our goal is to assist clients in designing a retirement portfolio suited to their individual needs, then helping to protect those assets through their retirement years. Whether you are just starting to save, need to rollover an employer 401k, starting to plan for retirement, or are ready to retire; our advisors and staff will not only guide you through the retirement and financial planning maze, but will do everything we can to answer your questions and make you comfortable so that you can enjoy your savings and retirement years. We understand that people face many important decisions that can affect their long-term financial success. Some of these decisions revolve around choosing investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs.
Your Partner
Because over 90 percent of our clients are retirees with similar concerns, we are in a position to approach such challenges with experience and skill. Most people lack the time, the desire, or the experience to manage their investment portfolios. We consider it an honor and a privilege to help our clients make sound investment decisions that will help contribute to a secure future. Our mission is to get to know and understand your needs, desires and long-term goals. All of our energies, commitment, and efforts are focused on you, the client, as we develop, implement and monitor a strategy designed to meet your specific investment objectives. At APP Financial, we have made a commitment to excellence in everything we do. Our goal is to exceed our client’s expectations at all times.
for Success Your Trust
At APP Financial, our clients’ trust and best interests are always our top priority. We value our clients’ privacy by keeping personal information confidential; we do not share or sell any client information. Compliance to industry regulations is
always top of mind with our advisors and staff. We have designed our processes and developed our staff with integrity; treating everyone with dignity and respect and always striving to provide the best service possible.
Experience & Skill When you choose our services, you benefit by obtaining comprehensive advice from a team of
highly qualified professionals – individuals with vast experience in addressing your particular financial needs.
Independence & Objectivity As an independent financial planning firm, we represent our clients and their interests rather than any specific company. While some financial institutions recommend investment products that
With our team of experts managing your portfolio, you can spend less time worrying and more time enjoying the life you’ve earned.
are manufactured by parent or subsidiary business entities, we have no such ties. Our independence is vital to delivering objective and unbiased recommendations.
Disciplined Process Phase 1: Discovery
Phase IV: Monitoring and Adjusting
We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your
By conducting regular review meetings, we can monitor and stay in tune with our client’s individual circumstances. Whether a client’s goals and objectives change or market conditions change, adjustments can be made along the way.
investment capital to do for you.
Phase II: Strategy The primary objective of this stage is to develop an effective, long term investment strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend for long-term
DISCOVERY
STRATEGY
success.
Phase III: Implementation The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we
Our Process MONITORING & ADJUSTING
IMPLEMENTATION
strive to make this process quick and easy for you.
Securities and advisory services offered through SII Investments, Inc. (SII), member FINRA/SIPC and a Registered Investment Advisor. SII and APP Financial are separate companies.
