Eric Forgione

Applied Financial Group stands as a trusted partner in wealth management, serving businesses, entrepreneurs, executives, and individuals throughout their financial journeys. With a focus on comprehensive planning and tailored solutions, we empower clients to achieve financial wellbeing and confidently navigate life's milestones.

Our Mission

We believe in fostering lasting financial partnerships built on trust, personalized attention, and industry expertise. Our team of experienced professionals works collaboratively to understand your unique needs and aspirations, developing customized plans that align with your goals and values.

Our Values

At Applied Financial Group, we uphold the following values:

• Integrity: We conduct ourselves with honesty and transparency, upholding the highest ethical standards.
• Client Focus: Your success is our success. We prioritize your needs and work diligently to deliver exceptional client experiences.
• Expertise: Our team is equipped with extensive knowledge and skills in financial planning and asset management.
• Collaboration: We value open communication and teamwork, working alongside you and other professionals to achieve your goals.
• Sustainability: We advocate for responsible investing and financial planning that prioritizes long-term prosperity and risk management.

1. Investment Planning

• Developing personalized investment strategies aligned with your risk tolerance and financial goals.
• Comprehensive analysis and review of your current investments.
• Implementation of diverse portfolios with a focus on risk mitigation and growth potential.

2. Retirement Planning

• Maximizing retirement savings through tax-advantaged plans.
• Comprehensive analysis of your retirement accounts and investment options.
• Development of a customized retirement roadmap to ensure sufficient funds for your golden years.

3. Estate Planning

• Creating legally-binding documents such as wills, trusts, and powers of attorney.
• Identifying and protecting your assets from potential financial risks.
• Ensuring your financial legacy aligns with your values and wishes.

4. Succession Planning

• Developing a succession plan for your business or family assets.
• Identifying potential successors and their qualification criteria.
• Establishing clear procedures for transitioning wealth and management responsibilities.

5. Corporate Education

• Customized workshops and training programs designed to enhance financial awareness and decision-making within your organization.
• Educational resources and tools to empower employees to take control of their financial futures.