You’ve Heard us on KKLA 99.5FM You’ve Seen us on General Haig’s World Business Review Report Now you can Meet us by calling 866-SEEK COUnsel William C. O’Connor, CFP, EA, ATA Robert Micone, MBA KKLA’s "Money Guys"
We Give Your Future Direction!
We are pleased to provide you, our listeners and clients, an education presentation we call “WHAT THE RICH DO DIFFERENTLY”. The dates are May 14th at the Glendale Hilton and May 15th at the Irvine Marriott. Sign in at 5:35 PM and a light diner will be served. The presentation will begin at 6:10 PM.
Our Special Guest Is none other than Jeffrey Kleintop, LPL Financial’s Chief Market Strategist and noted author of “Market Evolution – How to profits in Today’s Financial Markets”
You may call us or e-mail us to reserve your spot. Seating is limited and we must honor a first reserved first served basis. E-mail Bill and Robert at: robert.micone@lpl.com
HOW can you Reach Us - We can be reached at 1-866-SEEK-COUNSEL, that's 1-866-733-5268
Applied Financial Planning, Inc. is a full-service investment advisory firm with an emphasis on helping clients:
Create and Grow their Wealth while assisting them in
Protecting and Preserving their wealth, and
Planning the Distribution of Your Wealth during lifetime and at death in a Tax Advantageous manner.
We are your Retirement Income Experts
Additional Specialties:
Investment Portfolio Analysis
Individual Stock Selection
Tax Advantaged Investing
Reposition Captive Real Estate Equities
We also assist clients in tax reduction strategies, giving them more investable income. With offices in Orange County, CA, Applied Financial Planning offers over 60 years combined experience in sound financial advice. We also have offices available to meet our LA and Ventura clients either in the Valley or in Glendale.
While browsing through our Website, please feel free to contact us with any questions or comments you may have - we'd love to hear from you. We pride ourselves on being proactive and responsive to our clients' inquiries and suggestions.
Reach us Toll Free at 1-866-SEEK-COUNSEL, that's 1-866-733-5268 or 949-380-1210.
Call or e-mail us for an initial consultation and see what the "Money Guys" can do for you.
For an overview of the Business Owner Toolkit Process, click on the Business Owner Toolkit link.
For an overview of tax planning, click on the TAX PLANNING GUIDE icon above the Financial Planning Toolkit link.
You won't want to miss this opportunity to hear Bill and Robert, KKLA's "Money Guys".
Remember our Motto..."We Give Your Future Direction"...and help you to become better Stewards of your resources as you "Build up the Kingdom".
You can hear us on KKLA.FM (99.5FM) Monday thru Thursday in the afternoon and LIVE with FRANK PASTORE on TUESDAYS BETWEEN 6:30pm and 6:40pm AND on THURSDAYS between 5:30pm and 5:40pm.
We speak to topical issues regarding Financial, Investment and Tax Planning, such as:
DO YOU KNOW WHERE YOUR 401k IS? HOW IS IT PERFORMING? IS IT BEING HELD "CAPTIVE"?
WHAT ARE THE FACTORS AFFECTING YOUR PENSION PLAN? HOW SAFE IS IT?
IS THE IRS THE PRIMARY BENEFICIARY OF YOUR LIFE's SAVINGS?
WILL YOU HAVE THE RETIREMENT YOU PLANNED ON...OR ONE YOU'LL HAVE TO SETTLE FOR?
What is an EQUITY CONVERSION and does it Apply to Me?
Our Corporate offices are in Orange County and we have Field offices in West L.A., Glendale and the Woodland Hills area.
We were priviledged to be on a panel discussion with General Alexander Haig, former Secretary of State under President Reagan. The General wanted to have a show about financial planning, but he wanted independent advisors to participate. Applied Financial Planning, Inc. was chosen. Bill and Robert sat on panel with the General. You may have seen it on the BRAVO channel. We will be receiving the copy and will make it available if you would like to see the discussion.
In addition to providing you with a profile of our firm and the services we provide, this Website has been designed to become a helpful resource tool to you, our valued clients and visitors.
Our dedication to superior client service has brought us to the Internet as we endeavor to continue to provide the highest quality professional service and guidance.
As you browse through our Website, you will see that not only have we highlighted background information on our firm and the services we provide, but have also included useful resources such as informative articles (in our Newsletter section), Planning roadmaps in the Financial Planning Toolkit (the link is at the top of this page) and interactive financial calculators (in our Financial Tools section). In addition, we have taken the time to gather many links to external Websites that we felt would be of interest to our clients and visitors (in our Internet Links section
