WE VALUE OUR RELATIONSHIPS

Our firm is built on deep relationships of trust developed over decades of excellent service, mutual respect and honesty. Due to our clients’ referrals of family, colleagues and friends, our firm has grown naturally over the years. Come join us and see how we can help you gain the financial independence we’ve seen so many valued clients attain.

WE'RE  HERE FOR YOU

We founded Applied Financial Strategies, LLC with a goal to help people gain financial independence. Specializing in financial planning for pre- and post-retirees, we develop financial plans that reflect clients’ current situations and provide direction for the future.  We integrate ongoing financial planning with the management of client assets. With over forty years of industry experience, our we bring essential skills, education and discipline for effectively guiding clients.

Our aim is to help you design a customized plan based on your long-term objectives. We know that our efforts can benefit you and your family for generations to come, so we offer our advice and resources with the long view in mind. We strive to build lasting relationships of trust so that you can turn to us to help you and your family make sound financial decisions.

We listen carefully to your needs and goals and plan accordingly—always putting your interests first. As an independent, fee-based advisor, our company is constructed to ensure that we keep your priorities as our priorities. With a commitment to excellence, we continue to develop professionally so that we can offer you the most up-to-date services. We are committed to being your financial steward and trusted advisor.