Worried that your financial strategy is

missing something?

We’re here to help you feel confident in your financial future.

Independent, Diversified, Knowledgeable

Every day, we guide clients just like you to their financial goals. We know what tools fit the varied needs and desires of those planning for retirement. We also know the tools and strategies that get you to retirement aren’t always the same as those that will take you through retirement. Our process aligns your goals and dreams with the right actions steps.

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Dream It

Schedule a meeting, where you’ll share your goals and dreams, so we fully understand your vision for retirement.

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Plan It

With your goals in mind, our process will help translate your retirement dreams into clear action steps.

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Live It

While you enjoy retirement, we’ll monitor regularly to help ensure your plan stays on track for as long as you live.

Our Services

retirement-income
Grow Your Income

Retirement Income Strategies

Unlike the working years, where you’ve likely drawn a regular paycheck, at retirement it’s time to pay yourself. Are you ready to tap into your savings in a strategic way so that you continue to create an income stream you won’t outlive? We can help.

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wealth-management
Grow Your Income

Wealth Management

We offer a suite of services to affluent clients who are looking for a holistic approach to their financial future, all in one place. We’ll help you with comprehensive guidance to help reach the goals and dreams you’ve been envisioning.

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investments
Grow Your Income

Investments

Whether you prefer to “set it and forget it,” or you want to more actively participate in your investments, we can help you design an investment strategy that matches your risk tolerance and goals. And we know that risk tolerance changes as life happens — so we plan for that, too.

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ira-401k-rollovers
Grow Your Income

IRA/401(k) Rollovers

We can help you evaluate your current IRAs and 401(k)s to determine if a rollover is appropriate for your situation. Whether you’re looking to access the tax-advantaged options a Roth IRA provides, to consolidate accounts or to explore other savings avenues, we can help.

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tax-efficient
Preserve Your Assets

Tax-Efficient Strategies

Taxes can take a bigger bite out of your retirement income — or your legacy — than you may be expecting. We can help you develop tax-efficient strategies that fit your overall financial plan, so more of your hard-earned dollars go to you and your loved ones.

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long-term care
Preserve Your Assets

Long-Term Care Strategies
 

For retirees, outliving good health can be both a mental and financial blow. Accounting for future long-term care needs not only lifts a weight off your shoulders today but can help your loved ones breathe a sigh of relief down the road.

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Pass It On

IRA Legacy Planning

How you approach your financial planning today defines what your legacy to your loved ones will look like after you’re gone. We can help you understand and employ strategies to help ensure your assets are passed to those people or causes you love.

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We can also refer you to professionals who provide the following services:

Trusts       Probate       Charitable Giving       Estate Planning       Tax Planning

Insurance products are offered through the insurance business Star Strategies, LLC. Apollo Wealth Management is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Star Strategies, LLC are not subject to Investment Advisor requirements. AEWM and Star Strategies, LLC are not affiliated companies.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Apollo Wealth Management is not affiliated with or endorsed by the U.S. Government or any governmental agency.

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