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.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
How Interest Rates Affect Everything
This is a good infographic to use, and reuse, whenever the benchmark interest rate goes up.
When to start? Should I continue to work? How can I maximize my benefit?
Here’s a gift idea that can help create a stronger financial future for your child or grandchild.
A few strategies that may help you prepare for the cost of higher education.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
The item most homeowners forget on their home improvement project checklist is insurance.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Estimate the total cost in today's dollars of various mortgage alternatives.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you may need to save for retirement.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps estimate your federal estate tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
How federal estate taxes work, plus estate management documents and tactics.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
What are your options for investing in emerging markets?
How does your ideal retirement differ from reality, and what can we do to better align the two?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
When should you take your Social Security benefit?
Are you ready for retirement? Here are five words you should consider.
Investors seeking world investments can choose between global and international funds. What's the difference?