Broker Check

Applied Financial Group - Woodbury, NY

The Living Balance Sheet
 
Hero Title - hide

Investment Planning

Learn More

Retirement Planning

Learn More

Estate Planning

Learn More

Succession Planning

Learn More

Corporate Education

Learn More
Contact Us

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

Financial wellness for everyone: Term life insurance

Financial wellness for everyone: Term life insurance

Learn how simple, affordable life insurance can help boost your financial confidence with these basics.

Have you taken these key estate planning steps?

Have you taken these key estate planning steps?

To make sure your estate is in order and heirs are taken care of, be sure to have a will, living will, and life insurance.

How millennials can take control of their finances

How millennials can take control of their finances

Learn how the decisions you make today can help you reach your financial goals

 

Alzheimer's Awareness

Things you can do to reduce the risk of dementia

How to fund your charitable giving in retirement

The paychecks may stop in retirement, but that doesn't mean you have to stop giving to causes you care about

Insurance protections for small business owners

Small business plans often miss key insurance protections. Learn what coverage can help protect your business and family.

Help Make Your Retirement Assets More Valuable

Advanced Planning Strategies Explained

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

View all articles arrow

Saving for College 101

Here's a crash course on saving for college.

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Rightsizing for Retirement

What does your home really cost?

The Business Cycle

How will you weather the ups and downs of the business cycle?

View all videos arrow