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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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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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Just because your millennial child is living on their own or perhaps even raising children of their own, that doesn’t mean important parent-child conversations should stop.

 

The Big Little Things: 5 Easy Ways to Protect Your Money

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Estimate the total cost in today's dollars of various mortgage alternatives.

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Enter various payment options and determine how long it may take to pay off a credit card.

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This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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

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Use this calculator to better see the potential impact of compound interest on an asset.

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Principles of Preserving Wealth

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

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Pundits say a lot of things about the markets. Let's see if you can keep up.

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For women, retirement strategy is a long race. It’s helpful to know the route.

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Don’t Myth Out on Whole Life

Whole life insurance can help protect what matters most: your family, your assets, and your legacy.

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