Helping You Plan Your Financial Tomorrow
Aptus Tax Advisory Group is a collection of specialized financial, tax, legal, and insurance professionals. We are guided by your goals and objectives and not obligated to any single product or company. Our professionals draw upon a full complement of conservative products to construct the most appropriate retirement, income tax and insurance plan for your needs.
"...We listen to you, learn your goals and develop a time-tested plan to get you there"
"It is our responsibility to do our best to provide our clients with the information necessary to make the most informed decision possible regarding their financial situation" Josh Pick, President |
Calculators
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?