APO Financial

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

10/07/2026

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.

A look back at one of our W**e & Wisdom evenings 🍷It was a wonderful night of good food, drinks, and great conversation....
09/15/2026

A look back at one of our W**e & Wisdom evenings 🍷

It was a wonderful night of good food, drinks, and great conversation. John spent time sharing insights and answering questions, while everyone had the chance to relax, connect, and enjoy the evening together.

We’re always grateful for opportunities like this to spend time with our clients and guests outside of the office.

Thank you to everyone who joined us and helped make it such a memorable evening.

**eAndWisdom

✨ Meet the Team Monday! ✨This week, we’re shining the spotlight on Heaven!Heaven brings a thoughtful, creative eye to ev...
09/14/2026

✨ Meet the Team Monday! ✨

This week, we’re shining the spotlight on Heaven!

Heaven brings a thoughtful, creative eye to everything she does and has become such a valuable part of the APO team. Whether she’s helping behind the scenes, keeping details organized, or jumping in wherever she’s needed, she does it with care and a willingness to help.

We’re lucky to have Heaven as part of Team APO and love having the chance to introduce you to the people who help make everything happen each day. 💙

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

Website

Alerts

Be the first to know and let us send you an email when APO Financial posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to APO Financial:

Shortcuts

Share

Category