BUILDING STRATEGIES THAT PROTECT YOU
Apollo Risk Management
MANAGING FINANCIAL RISK - ENHANCING FINANCIAL OUTCOMES
Our Mission...
Our mission is to provide our clients the tools, resources, and professional guidance necessary to protect them from suffering unnecessary or devastating financial losses.
Our Services...
Utilizing an aggregation of some of the most powerful and sophisticated software systems available, we provide clients a deep visual insight into the risks within their financial lives.
Our tools allow clients to make educated financial decisions based on accurate financial analysis. While our professional fiduciaries provide actionable strategies to mitigate losses, reduce risks, protect assets, and improve financial outcomes.
PROTECT & PROSPER FINANCIAL RISK MANAGEMENT PORTAL
Don't Let the Market Crush Your Retirement Dreams.
Learn About Our Proprietary
Risk Management System Specifically for
Retirement Plan Participants
Core Areas of Consulting Expertise
Financial Risk Management for Individuals & Business Owners
Through our proprietary software based Risk Management System, an aggregation of some of the most sophisticated and powerful software available, clients are professionally guided on identifying and mitigating potential losses in their financial lives. We provided the tools necessary to make educated decisions and a personalized strategy to protect assets, reduce taxes, eliminate debt, avoid probate and never run out of money during retirement.
Tax Mitigation and Recovery for Business & Real Estate Owners
Wealth erosion caused by taxes can be one of the largest financial losses suffered in America. Our team uses some of the most sophisticated software and AI to look for every available tax incentive a client may qualify for at the local, state and federal level. This includes labor-related credits, facility credits, R&D credits, and benefit credits leading to tax refunds for business and real estate owners.
Litigation Avoidance for Businesses Operating a 401k
ERISA litigation is becoming increasingly more prevalent with over 300 lawsuits filed against business owners in 2020. Fiduciary liability makes the business owner in most cases personally liable for losses suffered by plan participants. Our experts help 401k & 403b sponsors mitigate the risk of litigation by addressing plan deficiencies and transferring the liability to professional fiduciaries.
Our Partners...
Advisory services are provided through AdvisorShare Wealth Management an unaffiliated entity registered with the SEC. Each firm conducts business only in States where properly registered or exempt from registration. Registration does not constitute an endorsement by regulators or the Commission. Past performance is not a guarantee of future results. Investments may lose value.
© 2021 Apollo Advisory Inc, dba Apollo Risk Management and ManageMyPlan. All Rights Reserved.