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2018 Mid-Year Outlook

Who We Are

Independent. Objective. Transparent. Applied Financial Planning is dedicated to helping people create and preserve wealth. The key to our success is our personalized approach in assisting clients with a wide range of services from integrated wealth management and in-depth investment analysis to tax advantaged investing and tax preparation.  We offer customized strategies for all stages of your life.

We give your future direction by providing the knowledge and resources of a large team but with the personal attention and care of a dear friend whose primary concern is about your financial health — today and tomorrow.


What We Do

Investments

  • Bonds
  • Common Stock
  • IRA (Traditional, Roth, SEP, Educational, Simple)
  • Brokerage Account
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) or 403(b) Planning
  • College and Estate Plans
  • Money and Purchasing Plans
  • Profit Sharing Plans

    Insurance

    • Disability Income Insurance
    • Life Insurance
    • Long Term Care Insurance



    Tax Planning*

    • Relocation Tax Issues
    • Federal and State Tax Preparation
    • Representation Before the IRS
    • Business Counsel and Corporate Tax Preparation


    *Tax Planning is offered through Applied Financial Planning, Inc.  A Registered Investment Advisor.

    • Small Business Accounting Services
    • IRS and State Tax Audits
    • Income, Gift and Estate Tax Returns

    Schedule a Complimentary Consultation

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