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 tips for women business owners of color

Financial tips for women business owners of color

Five important financial considerations to help minority women proprietors set their businesses up for success

How the Federal Reserve Works

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Finding solace in times of crisis

Finding solace in times of crisis

Watch Joleen's journey to find comfort in times of crisis

 

Closing Gaps for Underrepresented Entrepreneurs

Minority and women business owners have a unique set of skills and challenges.

Updating your insurance after divorce

If you are going through a divorce, here are some steps to take to help ensure that you’re properly protected by insurance. 

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

Key Considerations When Designing a Retirement Plan

For many business owners today, retirement planning is important for both their own and their employees’ financial future

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

View all articles arrow

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Inflation and Your Portfolio

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

Retirement and Quality of Life

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

The Business Cycle

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

View all videos arrow