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

Retirement planning starts with understanding where you stand. If retirement is on the horizon, here are five numbers wo...
09/01/2026

Retirement planning starts with understanding where you stand.

If retirement is on the horizon, here are five numbers worth knowing:

✔️ Your estimated monthly expenses
✔️ Your current retirement savings
✔️ Your expected sources of retirement income
✔️ Your estimated Social Security benefit
✔️ Your anticipated healthcare costs

Knowing your numbers can help you have more informed conversations about your financial future.

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This content is for educational purposes only and is not intended as individualized financial, tax, or investment advice.



This content is provided for educational purposes only and should not be considered individualized financial, investment, tax, or legal advice. Investing involves risk, including the possible loss of principal. Asset allocation does not guarantee a profit or protect against loss. Individual circumstances vary.

Meet Emma! Our Marketing Coordinator at APO Financial! From coordinating seminars and events to managing social media an...
08/31/2026

Meet Emma!

Our Marketing Coordinator at APO Financial! From coordinating seminars and events to managing social media and bringing new marketing ideas to life, Emma loves finding creative ways to connect with our clients and community.

She’s passionate about creating meaningful experiences, building relationships, and helping showcase the people who make APO Financial so special.

Building a future together means more than growing a business, it’s about creating a life rooted in family, purpose, and...
08/28/2026

Building a future together means more than growing a business, it’s about creating a life rooted in family, purpose, and the moments that matter most. We’re grateful for the journey, the work, and the people we get to share it with along the way.

08/27/2026

Your parents’ retirement can teach you a lot, both what to do and what to avoid. Your future is shaped by the decisions you make today.

08/26/2026

Assumptions can create unnecessary financial anxiety. A clear plan can replace the “what ifs” with confidence.

08/25/2026

The fear of running out of money in retirement is real, but the right plan can help bring clarity and confidence to your future.

08/18/2026

Waiting to plan can cost more than you think.

Meet Lizzie!Lizzie brings positivity, kindness, and plenty of energy to the APO team! As a valued member of our Marketin...
08/18/2026

Meet Lizzie!

Lizzie brings positivity, kindness, and plenty of energy to the APO team! As a valued member of our Marketing Department, she works hard behind the scenes while always being supportive and welcoming to our clients.

We’re so lucky to have Lizzie helping make every client experience a great one!

One year of Cassie at APO Financial! 🎉In just one year, Cassie has made a huge impact as our Client Engagement Specialis...
08/16/2026

One year of Cassie at APO Financial! 🎉
In just one year, Cassie has made a huge impact as our Client Engagement Specialist. She has completely transformed the way we handle appointment setting, has an incredible handle on our systems, and somehow manages to keep everything moving with a smile.
She’s cheerful, dependable, incredibly helpful, and always willing to jump in when a client or teammate needs an extra hand.
Cassie brings the kind of energy that makes busy days easier and good teams even better. We’re so glad she’s part of APO.
Happy 1 year, Cassie! ❤️

12 years at APO is worth celebrating, especially when you’ve had a hand in so much of what makes the team what it is tod...
08/15/2026

12 years at APO is worth celebrating, especially when you’ve had a hand in so much of what makes the team what it is today. 🎉
Caitlin currently serves as President while also working as an advisor, but that barely scratches the surface. Clients, marketing, operations, team support, problem solving... she somehow finds herself in the middle of all of it.
She works incredibly hard, cares deeply about the people around her, and gives so much to APO every single day.
We’re very lucky to have her.
Happy 12 years, Caitlin! ❤️

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

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