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Client Centered

Create A Retirement You Love!

Anchored in timeless values, Applied Financial Strategies is dedicated to providing independent, objective financial advice.

Partner with a Team that Cares

Partner with a Team that Cares

We take a personalized approach to investing. While considering all of your circumstances, we develop financial and investment plans grounded in thorough research, and we commit to staying with you throughout your financial journey.

Someone You Can Trust

You need a financial plan that can adapt to changes in your life. We can help develop a flexible plan  designed to grow with you.

We're here for you!

Empathy

You've worked hard to build a career and assets. We take our responsibilities seriously. With over 40 years of industry experience we have shared many of the same life experiences as our clients.

Integrity

We state the truth as we see it and hold ourselves accountable for the advice we offer. We fully disclose our findings, compensation, and any conflicts of interest. It is our duty to explain the reasons for our recommendations and to fully answer your questions.

Partnership

Our relationship with you is a partnership. Successful planning requires a joint effort. It is important that you actively participate in each step of the process.

Excellent Service

We understand busy schedules. We answer and return phone calls! We accommodate clients with extended hour and weekend appointments! We believe a regular dialog with you creates a synergy which helps assure mutual success.

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Who You Work With Makes A Difference

Who You Work With Makes A Difference

Put your financial concerns about your retirement to rest. Working together, we can develop plans for a retirement that matches what you value the most.

ResourcesFinancial Information

The Latte Lie and Other Myths

The Latte Lie and Other Myths

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Buying vs. Leasing a Car

Buying vs. Leasing a Car

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Orchestrating Your Retirement Accounts

Orchestrating Your Retirement Accounts

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Work With Us

You deserve the satisfaction that comes from wise preparation. Let Applied Financial Strategies help you prepare for whatever the future may hold.

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