Helping You Find Financial Independence
Financial independence is more than just money. It’s freely living your life. It’s making sure your next generation will have a legacy. It’s time spent well. It’s confidence in your future.
How Can We Help?
At Applied Financial Planning, our goal is to help you pursue your goals, whether you’re just getting started, preparing for retirement, or well into your golden years.
How We're Different
Fiduciaries
Because we are fiduciaries and offer independent advice, we are not tied to a particular family of funds or investment products. This allows us to make recommendations based on what’s best for you.
Customized Solutions
The key to our success is our personalized approach. We offer customized strategies designed to address a variety of investment needs ranging from simple to more complex.
Integrated Tax Planning
Our tax team can review your returns to help identify potential opportunities for additional savings.
Services
What We Do
Our mission is to help our clients achieve financial independence, and once achieved, lead a life of financial significance. We give your future direction by combining the knowledge and resources of a large firm with the personal attention of a dear friend whose primary concern is your financial health.
Financial Planning
Our team of financial advisors will design a plan to evaluate your current financial situation and direct you toward true financial freedom.
Investment Management
Our disciplined, time-tested investment strategies provide your portfolio with the proactive service you need to pursue your goals.
Retirement Planning
We’re here to help you avoid your own personal retirement crisis by putting your financial plan into concrete terms using our five-step process.
Tax Planning
Our tax team can review your recent returns to identify potential savings or restructuring opportunities, giving you proactive ideas to save money in the future.
Estate Planning
Our estate planning team helps you create a tax efficient, comprehensive estate plan that leaves little to chance, along with teaching you how your assets will be distributed.
Concierge Client Service
Highly complex needs can require sophisticated solutions. Concierge Client Services members get the higher level of support they need.
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.
