Apeiron specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
We have a history of designing retirement plans and consulting plan sponsors. Our mission is to give business owners confidence that they have positioned themselves, and their employees, for a successful retirement. Our consultative approach is tailored to your specific needs. We are process-oriented, goal-focused, and utilize the latest technology to deliver industry leading retirement plan services.
Our team of retirement plan consultants at Apeiron Planning Partners is skilled in plan design, fiduciary oversights, vendor search, investment monitoring, participant education, and DOL and ERISA compliance for qualified and non-qualified benefit plans. We help you monitor investments to meet fiduciary obligations and improve long-term returns. We also provide onsite participant workshops to increase both the number of participants and also the amount they save.
As an employee of Southwest Airlines, one of DFW’s biggest employers, you not only work for a company well known for offering generous benefits to its employees, but you also have access to many comprehensive financial products among those benefits. Where do Apeiron Planning Partners come in? We specialize in specifically understanding how to elevate and create opportunity using SWA’s financial benefits, including: 401k match programs, profit-sharing, employee stock purchasing program, and affordable insurance benefits.
More than any other DFW-area wealth advisors, the team at Apeiron knows how best to create a wealth roadmap that will help alleviate the threat of financial burden in the future for you — and your family. By using financial products that you are already fortunate enough to have access to, you can begin planning your future with confidence. We, at Apeiron, desire the same future goals as you do, and we will work with you to achieve them.
firstname.lastname@example.org | (972) 421-2068