Services for businesses

At APOGIA Financial Firm, our expertise goes beyond financial planning. We work to make your financial goals a reality, using our strategic tools. We put our business network to work, for our customers. Reaching your financial peak is much easier and more enjoyable when it can be done with a sense of purpose, and peace of mind.


The phases of the business life cycle



Your business succession plan is in place. Now it’s time to optimize your retirement plan, in other words, the sources of income to draw upon first.



It’s time to start planning the transfer of your business. You’re looking for sustainable strategies to monetize the value of your business, and turn it into retirement capital in the best way possible.



Your business is now profitable. You’re always looking for ways to drive growth, and looking for tailored strategies to help you make the most of your business revenues as they grow.



You’ve got that entrepreneurial spark and have decided to take the plunge. Right now, in your company, you’re wearing every hat.

Three steps to reaching your financial goals!

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Step 1

Complete a questionnaire to assess your situation

Complete the short questionnaire to discover which of the financial phases best describes your situation.

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Step 2

Book an introductory financial planning meeting

Book an appointment to learn more about our corporate services. An exploratory meeting is straightforward, and no commitment is required.

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Step 3

Implement and follow up on your action plan

Already a customer, but want to follow up or make changes? Book an appointment online now.  

Let’s look at your financial situation

This questionnaire will only take you two minutes to complete. Your answers will help us get a more accurate picture of your financial situation. This information will help us take practical steps to create a strategic plan for your personal and family finances.

Start the questionnaire

Our partners and suppliers

Financial services and advice for individuals

We also offer services to individuals