EDUCATION & STRATEGIES BUILT TO PROTECT
RETIREMENT PLAN PARTICIPANTS
Apollo Risk Management
MANAGING FINANCIAL RISK - ENHANCING FINANCIAL OUTCOMES
Our Mission
Our mission is to provide today's 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 along the way, instead maximizing their wealth-growing opportunities.
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Our Services
The APOLLO IQ Tele-Weath Advisory Platform is an education based workplace benefit program that utilizes some of the most impactful financial strategies and sophisticated analytical software systems available domestically. Together with access to industry leading financial, tax and legal experts, participants are provided with education and professional services designed to minimize financial risks in order to maximize financial outcomes.
Our network of Professional Fiduciary Advisors provide actionable strategies that will improve financial outcomes. From investments, to income planning, to legacy, debt, tax and legal strategy management, collectively, we can help improve investment outcomes, create more retirement income, reduce financial losses, minimize taxes, and financially protect families, businesses, assets and legacies.
Apollo IQ Tele-Wealth
Employee Benefit Program
Don't Let Wall Street Crush Your Retirement Dreams
Learn how to avoid the $1,000,000 Mistake
Core Areas of Consulting Expertise
Financial Risk Management for Individuals & Business Owners
Through our proprietary Apollo IQ Tele-Wealth 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...
Apollo Risk Management is an education-based TeleWealth Advisory firm built specifically for retirement plan participants. Financial risk management is an important component of financial well-being. Our network of fiduciary advisors uses risk management strategies and programs to analyze, educate, and guide participants in understanding and managing financial risks throughout life. We help participants identify and evaluate risks related to their investments, income, taxes, interest rates, personal and business assets, and legacy funds. Managing financial risks can help support more informed financial decisions and financial outcomes. Advisory services are offered through Advisor Share Wealth Management, LLC (ASWM), an investment adviser registered with the Securities and Exchange Commission. Registration with the SEC or any state securities authority does not imply a certain level of skill or training. Investing involves risk, including possible loss of principal. No investment strategy can guarantee a profit or eliminate the risk of loss. Past performance is not indicative of future results.
© 2021 Apollo Advisory Inc, dba Apollo Risk Management, Apollo IQ and ManageMyPlan. All Rights Reserved.