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.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
How to Cut Your Expenses
Living with confidence means living within your means. managers.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
The item most homeowners forget on their home improvement project checklist is insurance.
Consolidating financial accounts onto one platform can help you spell out a clearer financial future.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Understanding the basics of disability income protection.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
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
Here is a quick history of the Federal Reserve and an overview of what it does.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Even low inflation rates can pose a threat to investment returns.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
There are three things to consider before dipping into retirement savings to pay for college.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.