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.
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.
Services
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.
At Applied Financial Group, our team includes a number of financial professionals with unique backgrounds, but a shared desire to improve people's lives. While most of our clients work closely with one advisor, they receive the benefit of multiple opinions, insight, and outlook. We offer the in-depth service and resources of a large institution with the attention and strong relationships of a boutique firm.
From retirement plans to savings accounts to investments, it can be difficult to stay financially organized and actively plan ahead for the future, especially when you are busy with family and business priorities. You require a financial strategy that is flexible and an advisor who is capable of anticipating your evolving needs, managing the constantly changing tax laws and protecting you in the landscape of a volatile marketplace.
Addressing the Essential Coordination of the Four Quadrants of Business, Personal, Estate, and Retirement. At Applied Financial Group, we specialize in the often complex dynamics of financial strategies that affect you and your family's life - from start to finish, generation to generation.
In response to the many situations successful business owners and families like yourself face throughout life, we have developed a unique, proprietary process called The Life Cycle Wealth Management Process.The Life Cycle Wealth Management Process explains how the four quadrants of business, personal, estate, and retirement are essential for coordination, and they flow to create a full holistic approach to planning.
In response to the many situations successful business owners and families like yourself face throughout life, we have developed a unique, proprietary process called The Life Cycle Wealth Management Process.The Life Cycle Wealth Management Process explains how the four quadrants of business, personal, estate, and retirement are essential for coordination, and they flow to create a full holistic approach to 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.
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