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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
Financial fixes: Beware of market bubbles
Ideas on how to build a solid investment portfolio.
A love story of financial well-being
Hear from Guardian clients Ed and Mary Ann - A love story of financial well-being
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Tips to convert term life insurance to whole life insurance
A term life policy can be converted to permanent life insurance as protection needs for you and your loved ones change
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Tips for managing money you earned on social media
Learn ways to protect and grow the money you’ve made on social media
Managing grief with financial preparedness
A financial professional can help you manage the anxiety that comes with the financial aspects of losing a loved one.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Unexpected costs to plan for when you're adopting
Adopting a child can be a joyful, but it can also bring financial challenges. These tips can help you cope with the costs.
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Dog Bites and Homeowners Insurance
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What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
