Broker Check

Applied Financial Group - Woodbury, NY

The Living Balance Sheet
 

Applied Financial Group

Applied Financial Group

239-270-5336
AFG-info@afgonline.net

We're the firm that travels the road with you and finds the right path for you each step of the way. AFG's Life Cycle Wealth Management Process helps assure that your financial strategies keep up with where you are and take you where you want to go. From the initial stages of starting a family and establishing a business to succession planning and retirement programs, our team will work with you to accumulate and protect your wealth.

We're the firm that has the flexibility and savvy to stay the course. We manage your financial programs so that they reflect your needs and prepare you for each stage of your financial life.

The AFG Life Cycle Wealth Management Process helps assure that your financial strategies keep up with where you are and take you where you want to go.

  • Our unique, problem-solving approach to wealth management translates into smart and practical strategies that help meet each stage of your life's changing objectives.

  • Our tax-leveraged strategies enable you to avoid the pitfalls while enjoying the benefits of the tax system and the ever-changing rules that can impact your finances.

  • Our practical, macroeconomic strategies guide you in developing comprehensive and flexible financial strategies that will help maximize your wealth accumulation, minimize your risk and anticipate crucial end-of-life estate decisions.

We're the firm to call today so you can stop worrying about tomorrow.