Other Traditional Services
College Planning
- Assessment of a client’s expected family contribution.
- Assessment of an institution’s cost of attendance.
- Assessment of the family’s financial position and development of strategies that may reduce their expected family contribution.
- Development of a list of schools that provide the family and students with the possibility of the lowest net cost of attendance.
- Review of student acceptance letters and development of negotiation strategies that may reduce the family’s cost and increase in institutions contribution to the student’s education.
College Loan Repayment Strategies
- Review of the client’s current financial status, tax returns, and current repayment status. This also includes reviewing any appropriate forgiveness plans.
- A review of all recommended payment plan options, developing a recommendation for the most appropriate plan and recertification requirements.
Debt Reduction and Budgeting
- Assessment of the client’s current financial condition, their overall budget and strategies to reduce and eliminate debt.
- Provision of the tools necessary to help the client undertake their budgeting plan and debt reduction strategy. This includes access to our electronic budgeting and spending tracking tool.
- This is not a debt negotiation service.
Tax Planning
- Review and assessment of client’s current tax environment.
- Review of all income, capital gains, and other flows of wealth to determine the client’s taxable base.
- Review of all expenses, losses and account types currently being used to mitigate tax liability.
Additional Services
- Availability of Medicare supplements, advantage plans and drug plans.
- Assistance with determining timing of receiving Social Security benefits.
- Assisting clients in selecting their employee benefits.
- Availability of life, long-term care, and disability insurance programs.
- Availability of gold, silver, coins, and other precious metals through LPL.
- Investment Management
- Hourly Consulting
*Actual services may vary and are defined in the agreement between the client and Apollon.