We are pleased to announce our new partnership with Eric Forgione & Applied Financial Group.
About AFG & Eric Forgione:
In December 2013, Eric joined Applied Financial Group as a Financial Specialist.
Too often, investors and financial firms rely on conventional approaches to wealth management. Some strive to chase the markets while others are satisfied simply with meeting their minimum needs.
We created our firm because we believe you deserve high-level strategies that guide you toward your greatest goals and dreams. We incorporate Prosperity Economics into our strategies. Not only is our team well-versed on these principles, but our founder, Richard Pope, wrote the book on this topic in “The Principles of Prosperity Economics.” Integrating this philosophy in our planning and strategizing, we aim to help clients create, preserve, and protect permanent wealth while minimizing taxes and risk. Rather than try to chase short-term gains, we focus on growing long-term and long-lasting wealth that allows you to enjoy your retirement years and leave a lasting legacy.
From the initial stages of starting a family and establishing a business, to succession planning and retirement programs, our team works with you to build and protect your wealth. We believe our unique, problem-solving approach to wealth management translates into smart and practical strategies that help meet each stage of your life’s evolving objectives.
Eric works closely with clients’ CPA’s and attorneys to ensure holistic planning. He provides full evaluations of assets, liabilities and cash flow. His specialties include retirement, estate, and wealth accumulation planning.
Areas of Specialty
Circumstances today require veteran knowledge and experience. The staff at AFG not only have the experience, but also the resources to provide our clients with the necessary means to carry out more sophisticated planning opportunities. Such opportunities include:
- Estate & Financial Planning
- Charitable Planning
- Qualified Retirement Planning (Pension, Profit Sharing Plans)
- 401(k) Plans, 401(k) Mirror Plans
- Customized Asset Management
- Business Succession Planning
- Executive Non-Qualified Retirement Plans
- Executive Benefits
Eric Forgione, Financial Specialist