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.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
You’re Not an ATM: 5 Tips for Teaching Your Kids the Value o
“Mom, can I have five bucks?” These words will be heard by all parents at some point. Every parent must decide...
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Tips on insuring your teen driver.
What kind of auto insurance should you have? Do you know?
More and more companies are choosing to donate to charities through volunteering their time, resources, or both.
You wouldn’t leave your paycheck on the bus. Without basic estate planning, your wealth is equally at risk.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
How federal estate taxes work, plus estate management documents and tactics.
Estate conservation is too important to put off. Do you have a smart exit strategy?
The decision whether to buy or rent a home may have long-term implications.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
For women, retirement strategy is a long race. It’s helpful to know the route.