|
Apollo Wealth Management, Ltd. is an
independent wealth management firm. Our mission is to help our clients solve their financial problems and reach their most
important life goals by providing sound, straightforward and unbiased advice.
Based in suburban Philadelphia,
we provide fee-only financial planning and investment management services to clients throughout the United States.
|
|
|
FINANCIAL PLANNING
Our financial planning service
analyzes the current situation of our clients and creates strategies to help them achieve their short-term and long-term goals.
Areas of focus include:
|
|
- Cash flow
- Retirement planning
- Investments and asset allocation
- Income
tax minimization and planning
- Estate planning
- Charitable gift planning
- Compensation and benefit plan
maximization and integration
- Stock options
- Insurance needs analysis
- College savings
|
|
|
INVESTMENT MANAGEMENT
Our investment management
service is a step beyond traditional asset allocation and can be used as a “stand alone service” or an enhancement to the
financial planning service. This service provides:
|
|
- Identification of specific and appropriate investments and products
- Timetable
indicating the frequency and dollar value of each investment
- Implementation of the investment strategy based upon
our economic forecasts
- Hedging and income-enhancing strategies using marketable options
- Ongoing, tax-efficient
portfolio management
|
|
|
SEMINARS / PUBLIC SPEAKING ENGAGEMENTS
Let us
speak at your next event. Our easy-going, conversational style is perfect for informing and educating your company's employees
and organization's members.
How do my stock options work? Is there a tax-advantaged way to pay for college? Is my
401(k) diversified? I'm being asked to make an 83(b) election...what is that!
We have lectured extensively to corporations
and community groups. Chances are if it's out there, we've talked about it.
Maybe you have a particular topic you'd
like us to address?
Tell us what's on your mind
and we'll customize a presentation for you.
|
|
|
SPECIALIZED SERVICES
‹‹ Corporate Executives
››
Employer-sponsored benefit plans provide a lucrative yet complex means for building wealth. Understanding how
your plans work, how to maximize their benefits and how to integrate them into your financial plan is crucial – even more
so as lawmakers continually tinker with their rules and regulations. Apollo is expert in understanding and maximizing the
benefits of the most common programs including:
• Deferred Compensation Plans
• Stock Options (Non-Qualified "NQSOs"
and Qualified "ISOs")
• Split-Dollar Life Insurance
• Restricted Stock / 83(b) elections
• Performance Shares
•
401(k) / Defined Contribution Plans
• Employer Provided Life Insurance
• Employee Stock Purchase Plans ("ESPPs")
•
Employee Stock Ownership Plans ("ESOPs")
• Pensions and Defined Benefit Plans
• Supplemental/Voluntary Term Life Insurance
•
Disability Insurance
‹‹ Retirees ››
Dealing with the headache of 401(k)/IRA required minimum distributions
("RMDs")? Not sure when to take Social Security benefits? Need safe strategies to supplement your income? Let us handle
it so you can enjoy your retirement with peace of mind.
‹‹ Non-Traditional Families ››
Contemporary
society encompasses all types of families yet laws and regulations haven't kept up. The emergence of single-parent households,
the GLBT community, unmarried couples, the divorced and the widowed has outpaced a system set up for "traditional" families
(i.e. husband, wife and kids). Let us use our expertise and experience to address your unique needs ranging from domestic
partnership agreements to health care to tax and estate planning. Don't let politics and outdated laws keep you from protecting
your loved ones.
‹‹ Business Owners ››
As a business owner, you know you face some rather unique issues:
•
Protecting personal assets from your business' creditors
• Retirement plans for you and your employees
• Payroll taxes
•
Maximizing depreciation allowances and business expenses
What about succession planning?
• Who will run your
business when you retire?
• Will it stay in the family?
• Will you be forced to sell?
• Are you eligible for "special
use valuation"?
• Can you use the "family business deduction"?
• Is a Family Limited Partnership right for you?
•
Do you need a cross-purchase/entity-purchase arrangement?
Ask us how we can help you preserve years of hard work.
|
|
