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 should we consider life insurance?

Why should we consider life insurance?

Insurance isn’t always top of mind, but it can help protect you and give you confidence, so you can focus on your life.

Leaving Your Lasting Legacy

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Money matters: Why it pays to be financially responsible

Money matters: Why it pays to be financially responsible

Teens might not have much money, but it's important for them to be responsible with the cash they do have.

 

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.

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

3 tips for working moms to help ease the juggle

For women, achieving a healthy work-life balance isn’t a luxury — it’s a necessity for overall well-being

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

How does an annuity work?

Five things to consider before adding an annuity to your retirement income plan.

You can DIY guaranteed income with these 3 tips

Get guaranteed retirement income with an annuity. Here’s how.

View all articles arrow

The Junk Drawer Approach to Investing

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

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

From Boats to Brokers

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

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

View all videos arrow