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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
Overlooked ways to add diversity to your portfolio
A diverse portfolio can be more than stocks and bonds.
How to use insurance in business succession plans
As a business owner, you have a lot on your plate. But planning for your company’s future isn’t something to overlook
How to budget for a vacation in 5 easy steps
Feeling stressed? A vacation might be just what you need. Here are some simple steps you can take to help make it affordable.
You can DIY guaranteed income with these 3 tips
Get guaranteed retirement income with an annuity. Here’s how.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
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.
The hidden costs of homeownership
How to factor a home purchase into your long-term financial strategy.
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Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
