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Advisors

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Client Relationship Team

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Our Process

Our process is designed to help our clients achieve simplicity and confidence during their retirement years. It’s focused around 5 key areas of your current financial life.
  • Income Planning
  • Investment Planning
  • Tax Planning
  • Healthcare Planning
  • Legacy Planning

"Paving your road to success is simple with Apella Capital. Our proprietary “Retire Road” planning process helps you develop a holistic plan for your entire financial life. It consists of five key components of retirement planning."
- Phil Calandra
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Retire Road Vlog

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Events

 
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Complimentary Consultation

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