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Applied Financial Group - Woodbury, NY

The Living Balance Sheet
 
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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

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Insurance Options for Business Succession Planning

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Beyond the Breadwinner: Is Your Household Protected?

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

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Estimate how much you have the potential to earn during your working years.

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

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

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What is Life Insurance? Part 1

What is Life Insurance? Part 1

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