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

Why you need a financial QB asap

Why you need a financial QB asap

A financial quarterback is someone who understands your finances and your life

 Retirement Seen Through Your Eyes

Retirement Seen Through Your Eyes

What's your vision of retirement?

Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

 

9 things to know in case you get sick or injured

Unexpected events like an injury or long-term illness can have a lasting impact on your finances

Retirement Seen Through Your Eyes

What's your vision of retirement?

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Why you need a financial QB asap

A financial quarterback is someone who understands your finances and your life

How to make the most of a pay raise

There are a lot of things you can do with a pay raise, but how you spend this money can impact your financial health. 

Financial confidence boosters for women in midlife

Five things women in midlife can do to help boost their financial confidence. 

View all articles arrow

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

View all videos arrow