For Employers and Businesses - Recommended Resources | Apogee Wealth Advisors

84 Broken Lance Dr, Unit 301W, Breckenridge, CO 80424

kkimball@apogeewealthadvisors.com

Home
ABOUT US
OUR TEAM
- Advisors
- RIA-Broker/Dealer
WHAT WE DO
RESOURCES
- Market Update
- Financial Guidance
ACCOUNT ACCESS
Schedule A Call

IRS Benefit Plan Limits for 2026
2026 Retirement Guide
401(k) Plan Checklist

Contact

Office: (212) 256-1235

Fax: (646) 863-4164

84 Broken Lance Dr

Unit 301W

Breckenridge, CO 80424

kkimball@apogeewealthadvisors.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Apogee Wealth Advisors 84 Broken Lance Dr, Unit 301W, Breckenridge, CO 80424 | 517 Zephyr Circle, Danville CA 94526-5236

The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations.

Securities and advisory services offered through Commonwealth Financial Network^®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network^®.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

BrokerCheck

Form CRS: Client Relationship Summary

Use of Cookies: Our website uses Google Analytics to provide insight into our website and to improve the relevance of marketing. For more details about how Google uses information from sites or apps that use our services, visit google.com/policies/privacy/partners/. If you would like to opt out of Google Analytics, please visit tools.google.com/dlpage/gaoptout.