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Applied Financial Group - Woodbury, NY

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Investment Planning

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Retirement Planning

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Estate Planning

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Succession Planning

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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

The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

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Financial wellness for everyone: Income protection

Help protect your income with disability insurance if illness or injury keeps you from working.

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

 

Building a foundation for retirement in your 30s

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What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Why should we consider life insurance?

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How to budget for a vacation in 5 easy steps

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The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Leaving Your Lasting Legacy

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

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Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

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The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

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