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.
Not Just Equal Pay, Equal Job Security
While this may feel like a golden age for the LGBTQ community—with the affirmation of marriage equality and a cultural shift embracing diversity—these successes may distract...
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
4 Ways Thinking Long-Term Can Improve Your Everyday Life
Financial planning often doesn’t take place on a beach. But the next time you find yourself there, try this experiment, courtesy of management and motivational guru Stephen R. Covey: You’ll need a mason jar and an assortment of big rocks, smaller gravel, sand, and water.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
When to start? Should I continue to work? How can I maximize my benefit?
Here’s how you can distinguish the difference between healthy and unhealthy debt, and prevent debt from leading stress.
Learn about the risks of not having health insurance in this informative article.
Insurance policies are designed to help protect your livelihood, your loved ones, your property and those around you.
Learn about all the parts of Medicare with this informative and enjoyable article.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess whether you are running “in the black” or “in the red” each month.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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?
Learn why protecting your student loan payments is an important aspect of your income protection strategy.
Even low inflation rates can pose a threat to investment returns.
Whole life insurance can help protect what matters most: your family, your assets, and your legacy.
Learn about what risk tolerance really means in this helpful and insightful video.
Imagine your ideal post-pandemic retirement with this animated video.