From retirement plans to savings accounts to investments, it can be difficult to stay financially organized and actively plan ahead for the future, especially when you are busy with family and business priorities. You require a financial strategy that is flexible and an advisor who is capable of anticipating your evolving needs, managing the constantly changing tax laws and protecting you in the landscape of a volatile marketplace.
At Applied Financial Group, we are a unique, tax driven practice qualified to deal with the tax implications of wealth accumulation, wealth distribution, estate planning, charitable planning and business financial strategy. With an experienced team of professionals with diverse backgrounds and unique skill sets - along with a network of strategic partners, such as CPAs and attorneys - we can address 360 degrees of your financial picture and coordinate all of your assets.
Our goal is to help you organize your financial life and ensure your multiple strategies cohesively work together. Through our services, we can help you start on a clear path as you build, protect, and preserve your assets and pursue your financial goals. Let us help you design the most effective plan for you, your family and your business.