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.
9 Facts About Social Security
There are things about Social Security that might surprise you.
College Funding Ideas
The cost of college isn’t getting cheaper. Learn about some financial tools that can help you save.
Keeping Your Business Strong
Think about your investment in your business. It’s not simply a business, it’s your life’s work.
Learn about a financial asset that can help you build a stronger financial future.
With the current landscape creating changes—and challenges—for everything from our day-to-day routines like the way we shop for necessities to employment risks and realities, the need for self-care has never been more important.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Improving your financial life doesn’t have to be tedious and time-consuming. These easy actions can lead to improvements in a
Most of us pay too much in taxes because we aren’t aware of all the tax deductions available.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
How federal estate taxes work, plus estate management documents and tactics.
Disability happens to more people, more often than you may think, and it lasts longer, too.
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Learn why protecting your student loan payments is an important aspect of your income protection strategy.
For women, retirement strategy is a long race. It’s helpful to know the route.
What does your home really cost?