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.
Emerging Market Opportunities
What are your options for investing in emerging markets?
How Will You Be Remembered?
Estate planning is one of the best ways to leave a lasting legacy to your loved ones.
Maximizing Your Daily Life Expenses
Hour by hour, these 11 tips can help cut daily costs and save more money.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Here are 4 great, and sometimes unexpected, places to raise a family.
How Medicare can address health care needs in your retirement strategy.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
How federal estate taxes work, plus estate management documents and tactics.
Have you explored all your options when it comes to managing your taxable income?
Disability happens to more people, more often than you may think, and it lasts longer, too.
For women, retirement strategy is a long race. It’s helpful to know the route.
Make your retirement as exciting as your next vacation.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.