Broker Check

Applied Financial Group - Woodbury, NY

The Living Balance Sheet
 
Eric Forgione

Eric Forgione

Financial Specialist

Eric Forgione started his career in the financial services industry as a broker with Sound Wealth Financial Group in 2011. During his training, he learned the importance of macro-economic financial planning.

In May 2012, Eric was offered a position to become a financial representative and partner of National Financial Network. While building a practice, Eric worked closely with NFN’s Investment Specialist. By working collectively they were able to formulate unique strategies. Eric was able to educate his client’s on how to build permanent wealth, increase cash flow, prepare for retirement and leave increased value to their heirs.

In December 2013, Eric joined Applied Financial Group as a Financial Representative. Applied Financial Group specializes in Estate, Retirement and Wealth Accumulation Plans. AFG is a firm that has a unique planning philosophy and process that specializes in the design, implementation and coordination of clients’ business, retirement, and estate assets and plan.

Eric’s mission is to educate his clients’ by displaying the importance of Prosperity Economics. Prosperity Economics allows you to create, preserve, and protect permanent wealth while minimizing risk and taxes. This philosophy can help make every dollar work harder, faster, smarter, and safer. Eric’s ultimate goal is to help his clients’ enjoy greater economic confidence now and save more money for retirement.

Eric works closely with clients’ CPA's and attorneys to ensure holistic planning. He provides full evaluations of assets, liabilities and cash flow. His specialties include retirement, estate, and wealth accumulation planning.

Eric is currently a committee member for the town of Babylon’s conservative party. He was a member of the Long Island Chapter of St. Jude for several years and is a member of the Ferrari Club of America.

 

Financial Representative of Guardian.