Apex Retirement Services
About
Apex Retirement Services is an independent retirement planning firm in Stoneham serving individuals and families across Greater Boston. Its central focus is asset planning: building, protecting and structuring wealth so it lasts through retirement and beyond. The firm looks at income, taxes, healthcare, legacy and insurance together rather than in isolation, so that each decision supports the others. Its clients are people seeking retirement income strategies, Social Security optimization and tax-efficient planning.
Founder and president Ryan P. Skinner has spent more than two decades helping clients retire with peace of mind. He was inspired at a young age by investor Peter Lynch, credits mentors for shaping his career and approaches the work with the belief that “leaders serve.” Services cover seven areas: income planning, Social Security strategies, tax planning, estate and legacy planning, Medicare and long-term care, life and property and casualty insurance, and wealth protection.
What to Know
- A free five-question quiz on its website gives an instant retirement-readiness score with no sign-up.
- Social Security planning focuses on the timing and approach that maximize benefits.
- The firm describes its style as relaxed and confident, working in partnership with clients.
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