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Applied Financial Group - Woodbury, NY

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Investment Planning

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Retirement Planning

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Estate Planning

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Succession Planning

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Corporate Education

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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.

Helpful Content

“Dirty Dozen” Tax Scams to Watch For

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Alternative Investments - Going Mainstream

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

 

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Rightsizing for Retirement

What does your home really cost?

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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