APO Financial

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APO Financial We are team of qualified professionals who are passionate advocates for their clients' success. We reject the main-stream notions of "Buy and Hold" a.k.a.

"Buy and Hope" and traditional investments such as Mutual Funds. Traditional investments don't protect you during market corrections - you ride the roller coaster up and down without confidence in your financial plan. Our investment strategy is based on Defensive Wealth Management - a risk adverse model that aims to reduce risk during times of volatility, while capturing a significant portion of the gains on the upside. Contact us today to review our historical results and see what a difference a defense first approach can make in your life! Investment advice is offered through APO Financial Services, LLC. Insurance and fixed
annuity products are offered through our affiliates, Asset Protect One, Inc. and/or APO
Financial Services, Inc. No persons associated with APO or its affiliates is a licensed attorney or tax professional and nothing on this Page should be considered tax or legal
advice. It is important to read our disclosures available at this link: https://apofinancial.com

10/15/2026

When was the last time you checked your beneficiary designations?

Your retirement accounts and life insurance may not follow your will if the beneficiary forms say something different. Watch the video for a quick reminder on why those forms are worth reviewing. 👇

For general educational purposes only. Individual circumstances vary.

A little look back at our Summer BBQ ☀️We had such a nice afternoon catching up with clients and guests, enjoying some g...
10/14/2026

A little look back at our Summer BBQ ☀️

We had such a nice afternoon catching up with clients and guests, enjoying some great food, listening to live music, and having a little fun with yard games.

These are the kinds of days we really enjoy. Good people, easy conversation, and time together outside the office.

Thanks to everyone who came out and spent the afternoon with us!

10/07/2026

Think taxes automatically go down in retirement? Not always.
The years leading up to retirement can be an important time to think about how your accounts may be taxed later. Watch the video for a quick breakdown. 👇

For general educational purposes only. Individual circumstances vary.

09/30/2026

Required Minimum Distributions can catch people off guard if they’re not part of the plan.

The good news? They’re predictable, which means you can prepare for them ahead of time. Watch the video for a quick breakdown. 👇
For general educational purposes only. Individual circumstances vary.

Financial planning is personal. Your relationship with your financial team should be too.At APO Financial, we believe go...
09/25/2026

Financial planning is personal. Your relationship with your financial team should be too.

At APO Financial, we believe good planning starts with understanding the person behind the numbers. Your goals, your family, your priorities, and what matters most to you all play a part in the conversation.

We’re here to help you look at the bigger picture and make thoughtful financial decisions with a plan built around your life.

09/24/2026

Thinking about retiring before 65? Don’t overlook the cost of health insurance before Medicare kicks in.

Watch the video for why this number needs to be part of the plan. 👇

For general educational purposes only. Individual circumstances vary.

09/22/2026

Thinking about taking your pension? There are a few important things to consider before making the call.

Watch the video for a quick breakdown. 👇

For general educational purposes only. Individual circumstances vary.

New season, good time for a financial check-in. 🍂As we head into the final months of the year, consider reviewing:🍁 Your...
09/22/2026

New season, good time for a financial check-in. 🍂

As we head into the final months of the year, consider reviewing:

🍁 Your financial goals
🍁 Retirement contributions
🍁 Beneficiary information
🍁 Upcoming expenses
🍁 Important year-end deadlines

A periodic review can help you understand where things currently stand and identify questions you may want to discuss with your financial or tax professionals.

Save this checklist for later! 📌

For general educational purposes only. Consult the appropriate professional regarding your individual circumstances.

✨ Meet the Team Monday: Joni ✨This week, we’re spotlighting Joni and celebrating a special milestone too. She’s marking ...
09/21/2026

✨ Meet the Team Monday: Joni ✨

This week, we’re spotlighting Joni and celebrating a special milestone too. She’s marking 1 year with APO Financial! 🎉

Joni is such an important part of our Michigan office and brings a warm, helpful presence to the clients and team members she works with every day. She’s always willing to jump in, keep things moving, and make people feel welcome along the way.

We’re so glad to have Joni as part of Team APO and excited to celebrate her first year with us!

Happy 1-year anniversary, Joni! 💙

It's Testimonial Thursday! ⭐We're grateful for the individuals and families who trust our team to be part of their finan...
09/17/2026

It's Testimonial Thursday! ⭐

We're grateful for the individuals and families who trust our team to be part of their financial journey.

Thank you for allowing us to do what we do each day. ❤️

Testimonials reflect individual experiences and may not be representative of every client's experience. No compensation was provided unless otherwise disclosed.

Address

10155 Westmoor Drive #125
Broomfield, CO
80021

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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