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.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Gift Giving: Spend Less, Enjoy More
Stressed about the cost of holiday gift giving? You’re not alone.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
When it comes to managing your personal finances, there’s plenty of complex advice out there. But often, simpler is better.
On a team, all players count, but some key positions are more critical to success.
The unpredictability of life can sometimes leave us feeling overwhelmed with grief. For some, that may be a monetary change brought about by the loss of a job or significant financial setback. While others may...
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Women in financial services are some of the most progressive women in the world.
How federal estate taxes work, plus estate management documents and tactics.
Do you know how to set up your financial goals for success? This knight does.
Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.
Disability happens to more people, more often than you may think, and it lasts longer, too.
What does your home really cost?
How does your ideal retirement differ from reality, and what can we do to better align the two?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.