Broker Check

Applied Financial Group - Woodbury, NY

The Living Balance Sheet

Our Firm

Established in 1987 by President and CEO, Richard A. Pope, Applied Financial Group (AFG) has been providing innovative approaches that help individuals and businesses develop a consolidated, comprehensive financial plan. Today, AFG is nationally recognized as one of the premier organizations providing advanced financial strategies for its clients and their advisors. As a result, we have gained the reputation of being a "problem-solver" firm.

For more than 28 years, we have been helping successful families and business owners develop creative and integrated solutions to their financial concerns. We know that your business, personal retirement and estate assets affect one another, so we emphasize on coordinating all elements of your financial picture into a cohesive plan that emphasizes risk management and protection planning.

Too often, investors and financial firms rely on conventional approaches to wealth management. Some strive to chase the markets while others are satisfied simply with meeting their minimum needs. We created our firm because we believe you deserve high-level strategies that guide you toward your greatest goals and dreams. We incorporate Prosperity Economics into our strategies. Not only is our team well-versed on these principles, but our founder, Richard Pope, wrote the book on this topic in “The Principles of Prosperity Economics.” Integrating this philosophy in our planning and strategizing, we aim to help clients create, preserve, and protect permanent wealth while minimizing taxes and risk. Rather than try to chase short-term gains, we focus on growing long-term and long-lasting wealth that allows you to enjoy your retirement years and leave a lasting legacy. 

From the initial stages of starting a family and establishing a business, to succession planning and retirement programs, our team works with you to build and protect your wealth. We believe our unique, problem-solving approach to wealth management translates into smart and practical strategies that help meet each stage of your life’s evolving objectives. 

Areas of Specialty

Circumstances today require veteran knowledge and experience. The staff at AFG not only have the experience, but also the resources to provide our clients with the necessary means to carry out more sophisticated planning opportunities. Such opportunities include:

  • Estate & Financial Planning
  • Charitable Planning
  • Qualified Retirement Planning (Pension, Profit Sharing Plans)
  • 401(k) Plans, 401(k) Mirror Plans
  • Customized Asset Management
  • Business Succession Planning
  • Executive Non-Qualified Retirement Plans
  • Executive Benefits