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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
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Is financial stress undermining your well-being?
If you’re feeling anxious and emotionally overwhelmed, financial stress could be impacting your wellness
Ways to turn spending into savings
Try these simple steps to transform from being a spender to a saver
Why annuities are in demand
A changing retirement landscape and uncertain economic times are fueling demand for guaranteed retirement income.
Financial well-being for everyone: Income protection
Disability insurance can be more affordable than you think.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
Why your expenses may increase in retirement
People often think their expenses will decline in retirement. But that may not be the case.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Ways to turn spending into savings
Try these simple steps to transform from being a spender to a saver
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When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Rightsizing for Retirement
What does your home really cost?
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
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.
