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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

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

10/26/2026

Celebrating 1 year with APO for Emma! 🎉

Over the past year, Emma has become such an important part of so many things happening behind the scenes at APO. She keeps projects moving, helps manage countless details, supports our client and professional relationships, and is always willing to jump in wherever she’s needed.

Emma is thoughtful, dependable, creative, and genuinely invested in doing things well. She brings a steady presence to the team and has a way of making even the busiest projects feel more manageable.

We’re so grateful to have you here, Emma, and so glad to celebrate your first year with APO. Happy anniversary! 👏

10/23/2026

Retirement can feel like a list of separate decisions: income, healthcare, taxes, and what you leave behind. We think it works better when those pieces are looked at together, around your family's goals and priorities.

At APO, we build a holistic plan through our five-pillar PRIME Retirement model, so the years ahead feel intentional rather than uncertain.

If you're starting to think about what comes next, a conversation is a good place to begin. Schedule a visit with our team.

For general educational purposes only. Individual circumstances vary.

10/19/2026

Today we’re celebrating John Croze and 3 years with APO! 🎈🎉

Over the past three years, Croze has continued to grow in his role, take on new challenges, and bring a steady, thoughtful approach to the work he does with clients and the team.

We’re grateful for everything he brings to APO and excited to see him continue building on that momentum.

Happy 3-year anniversary, Croze! 👏

10/15/2026

When was the last time you checked your beneficiary designations?

Your retirement accounts and life insurance may not follow your will if the beneficiary forms say something different. Watch the video for a quick reminder on why those forms are worth reviewing. 👇

For general educational purposes only. Individual circumstances vary.

10/14/2026

A little look back at our Summer BBQ ☀️

We had such a nice afternoon catching up with clients and guests, enjoying some great food, listening to live music, and having a little fun with yard games.

These are the kinds of days we really enjoy. Good people, easy conversation, and time together outside the office.

Thanks to everyone who came out and spent the afternoon with us!

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.

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.

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

http://www.apofinancial.com/

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