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Applied Financial Group - Woodbury, NY

The Living Balance Sheet

Investment Planning

At Applied Financial Group, many of our clients are so busy with their family, business, and career that they don’t have the time to focus on their financial strategies. Our goal is to help you create purpose with your wealth. By guiding you through your opportunities for maximizing your income and minimizing taxes, we aim to help you build your wealth so you can pursue financial independence.

As an investor, you want to be armed with a strategy that protects your portfolio against market volatility. Our focus is to help you capitalize on market growth while implementing protective measures when the market is falling. We believe that a diversified and flexible investment portfolio tailored to your unique situation is essential for pursuing financial goals. Avoiding short-lived investment fads, we instead focus on market efficiency and sound economic philosophies.

Our Disciplined Approach

Rather than rely on model portfolios, we utilize a disciplined process to create an investment plan that aligns with your needs. Through our rigorous investment management approach and a consultative process, we work closely with you to not only create a personalized portfolio, but to also implement and monitor your strategies on an ongoing basis. Our process begins with understanding your investment objectives, time horizon, and risk tolerance - all of which will drive your asset allocation and help us determine the right balance for you.

We also have access to a number of educational resources, analytic tools, market research, and practice management support, which help us build comprehensive investment strategies. While using asset allocation methodology does not guarantee greater or more consistent returns or insure against loss, we can work with you to help build a personalized portfolio based on proper asset management strategies. In developing your strategies, your portfolio may include:

  • Bonds
  • Common Stock
  • Exchange Traded Funds (ETFs)
  • Mutual Funds
  • Certificates of Deposit (FDIC)
  • Government Securities
  • Alternative Investments
  • Variable Annuities
  • Treasury Bills
  • 401(k) and 403(b) Plans
  • Profit Sharing Plans
  • Cash Balance Plans
  • Traditional, Roth, SIMPLE, and SEP IRAs
  • ESOPs (Employee Stock Option Plans)