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.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Here are some tips on how to have a holly, jolly and less stressful gift-giving season.
Congratulations — your business is profitable! Have you considered how much of those profits to reinvest in your business?
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Understanding the economy's cycles can help put current business conditions in better perspective.
While research shows you are saving and earning more than your parents, (woohoo!), are you preparing for the future you want? How can you ensure you are on track to make the most out of these important decades?
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much you have the potential to earn during your working years.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the total cost in today's dollars of various mortgage alternatives.
How federal estate taxes work, plus estate management documents and tactics.
The decision whether to buy or rent a home may have long-term implications.
Whole life insurance can help protect what matters most: your family, your assets, and your legacy.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
What are your options for investing in emerging markets?
Learn about what risk tolerance really means in this helpful and insightful video.
Imagine your ideal post-pandemic retirement with this animated video.