Seamlessly Coordinating Your Business, Retirement & Estate Assets
Applied Financial Group is a comprehensive insurance and financial services firm that specializes in maximizing and protecting wealth for businesses and individuals. Quite simply, we take our role as your financial advocate very seriously. We put as much effort into growing your knowledge as we do into growing your wealth because what you think, feel, and know about money matters.
The effort you put into your business, career, and personal life deserves the highest level of attention and skill. At Applied Financial Group, we seek to provide the specialized services and experience needed when it comes to planning for you, your business, and your family’s retirement and estate. We work with your team of other professionals to help ensure both your business and personal financial strategies are developed and solidified with our time-tested knowledge and abilities.
While each stage of life presents its own challenges, managing and protecting your wealth does not have to be one of them. Utilizing a unique, proprietary process we call The Life Cycle Wealth Management Process™, we guide you through life’s many milestones and coordinate your business life and personal life into a cohesive plan. Wealth accumulation and protection should be transformational, not transactional. Experience the difference with AFG.
Near 60? Get a Financial Check-Up
Even the savviest and most experienced among us need financial planning check-ins.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
A quick look at how federal income taxes work.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator will help determine whether you should invest funds or pay down debt.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Pundits say a lot of things about the markets. Let's see if you can keep up.
Do you have causes that you want to support with donations? Here are three tips.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Here are five facts about Social Security that might surprise you.
$1 million in a diversified portfolio could help finance part of your retirement.