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.
Pay it Forward: Financial Wellness for Employees
Are your employees experiencing financial stress? To answer this question, companies are increasingly offering financial wellness training to employees.
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?
Why Consider Life Insurance and What Type
Key uses for life insurance and the difference between whole life and term
What's the Secret Behind a Great Golf Game and Personal Finances? What do golf and personal finances have in common? A lot of things, but the key is confidence. And how do you become confident, exactly? Well, it starts with the basics and builds from there, so you can navigate tricky conditions and overcome unexpected hazards, whether on the green or in life.
Business owners with the desire to see their businesses continue after they are no longer involved need to plan quite carefully.
Do you think of your spouse or life partner as your “better half”? If so, you know that your relationship is more than just two people meeting halfway. In a life partnership — and in the family that grows from it — the whole becomes greater than the sum of its parts.
Having an additional payment option in your wallet comes with advantages. Say you’re strapped for cash but your preteen needs a new bike, you can simply....
Millennials can opt to follow a values-based investing strategy to invest their money in conscientious ways.
As the decision to retire approaches, you’ll find the choice of when to retire is rarely black and white.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estate conservation is too important to put off. Do you have a smart exit strategy?
Imagine your ideal post-pandemic retirement with this animated video.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Do you know how to set up your financial goals for success? This knight does.
Learn how to harness the power of compound interest for your investments.
What is Life Insurance? Part 1