EDUCATION & STRATEGIES BUILT TO PROTECT
RETIREMENT PLAN PARTICIPANTS
Apollo Risk Management
MANAGING FINANCIAL RISK - ENHANCING FINANCIAL OUTCOMES
Our Mission
Our mission is to provide todays retirement plan participants, with the education, resources, and professional guidance necessary, to retire in happiness with an ample income and financial resources. We strive to protect particiants from unnecessary or devastating financial losses and instead maximize wealth growing opportunities.
Our Services
The APOLLO IQ TeleWeath Advisory Platform is an education based workplace benefit program that utilizes some of the most impactful financial strategies and sophisticated analytical software systems, together with access to industry leading financial, tax and legal experts. We provide clients with education designed to minimize financial risks in order to enhance financial outcomes.
Professional fiduciary advisors provide actionable strategies to improve financial results. Collectively, we can help improve investment outcomes, create more retirement income, reduce financial losses, minimize taxes, and financially protect families, assets and legacies.
Apollo IQ TeleWealth
Financial Risk Management Platform
Don't Let Wall Street Crush Your Retirement Dreams
Learn About Our Proprietary
Apollo IQ TeleWealth Platform
Specifically for Retirement Plan Participants
Core Areas of Consulting Expertise
Financial Risk Management for Individuals & Business Owners
Through our proprietary Apollo IQ TeleWealth Education Platform, an aggregation of some of the most sophisticated and powerful financial strategies 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 RIA registered with the SEC. ASWM is not affiliated with Apollo Risk Management. 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, Apollo IQ and ManageMyPlan. All Rights Reserved.