Apple & Associates

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Welcome!

Investments, taxes, insurance, estate planning - the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers.
To take advantage of all available options, today's investor needs two things: an understanding of which investment products are most appropriate for
each situation and a relationship with a trusted investment professional who has a clear understanding of the investor's needs.
Apple & Associates has been providing investment advice and financial services to individuals and businesses in Nevada County and the surrounding area since 1984. We are committed to putting service, quality and objective advice first.
By keeping clients objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, Apple & Associates maintains a constant commitment to putting service first. Some of our services include:

Managed asset plans - for professional fee-based portfolio management
Tax-advantaged investing - to reduce your tax liability and let more of your money work for you
College planning - long term planning to ensure you're ready when your children are
Retirement planning - to design an investment strategy to help you meet all of your retirement goals
Investment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as needed
Estate planning - for preservation of wealth from generation to generation
Long-term care - to ensure that you and your heirs are well cared for

At Apple & Associates, we create individual wealth management plans for retirees. Under the direction of Certified Financial Planner™ Daniel B. Apple, our staff develops financial strategies designed to match the lifestyles of our clients while providing security and safety through financial planning and appropriate risk management. Unlike larger firms that specialize in one-size-fits-all solutions, we put together plans that tie into the specific ways you intend to spend your retirement years.
If you would like further information about our products or services, please do not hesitate to call or e-mail us.
Apple & Associates