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    • Contact Us
    • Our Mission Statement
    • Our Location
    • Our Firm
    • Our Services
    • Our Team
    • Check the background of Keith Layman on SEC's Investment Adviser Public Disclosure website
    • Check the background of Keith Layman on SEC's Investment Adviser Public Disclosure website
    • Secure Tax Information Portal
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    • Financial Management Insight: Strategies to Help Build Your Future
    • Understanding Social Security and Medicare: America’s Retirement Safety Net
    • Higher Education: College Saving and Funding Strategies
    • Investing Basics: Embark on Your Wealth-Building Journey
    • Time to Get Tax-Savvy: Managing Your Tax Burden
    • Envisioning Your Retirement: How to Prepare Today for a More Fulfilling Tomorrow
    • Wealth Preservation: Planning to Leave a Legacy
    • Financial Protection: Using Insurance to Help Manage Life’s Risks
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    • Should You Pay Off Debt or Save for Retirement?
    • Should You Sell When the Market Drops?
    • 3 Potential Benefits of Dollar-Cost Averaging
    • The Basics of Social Security Retirement Benefits
    • Financial Planning: Helping You See the Big Picture
    • Stocks and Stock Mutual Funds 101
    • Bonds and Bond Mutual Funds 101
    • The Pros and Cons of a Big Tax Refund
    • Do You Know Who Your Beneficiaries Are?
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Informational provided, including articles and videos, are for educational purposes only and do not constitute direct investment advice, a direct offer to buy or sell an investment, and are not to be interpreted as tax or legal advice. Apple Tree Financial does not offer legal advice. Please speak with your own tax and legal advisors for advice/guidance regarding your particular situation. Because investor situations and objectives vary, this information is not intended to indicate suitability for any particular investor. Apple Tree Financial provides tax services.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of the services referenced on this site are available in every state and through every advisor listed. For additional information, please contact us at  (260) 637-7278

 

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck