Helping You Find Financial Independence

Financial independence is more than just money. It’s freely living your life. It’s making sure your next generation will have a legacy. It’s time spent well. It’s confidence in your future.

How We're Different

Fiduciaries

Because we are fiduciaries and offer independent advice, we are not tied to a particular family of funds or investment products. This allows us to make recommendations based on what’s best for you.

Customized Solutions

The key to our success is our personalized approach. We offer customized strategies designed to address a variety of investment needs ranging from simple to more complex.

Integrated Tax Planning

Our tax team can review your returns to help identify potential opportunities for additional savings.

Services

What We Do

Our mission is to help our clients achieve financial independence, and once achieved, lead a life of financial significance. We give your future direction by combining the knowledge and resources of a large firm with the personal attention of a dear friend whose primary concern is your financial health.

Financial Planning

Our team of financial advisors will design a plan to evaluate your current financial situation and direct you toward true financial freedom.

Investment Management

Our disciplined, time-tested investment strategies provide your portfolio with the proactive service you need to pursue your goals.

Retirement Planning

We’re here to help you avoid your own personal retirement crisis by putting your financial plan into concrete terms using our five-step process.

Tax Planning

Our tax team can review your recent returns to identify potential savings or restructuring opportunities, giving you proactive ideas to save money in the future.

Estate Planning

Our estate planning team helps you create a tax efficient, comprehensive estate plan that leaves little to chance, along with teaching you how your assets will be distributed.

Concierge Client Service

Highly complex needs can require sophisticated solutions. Concierge Client Services members get the higher level of support they need.

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow annually over the long-term (10+ years)?

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Find an

Applied Financial Planning Meeting Location

Irvine Headquarters

 100 Pacifica Suite 400

Pasadena Koll Center

1055 East Colorado Blvd 5th Floor

Torrance Executive Suites

3655 Torrance Blvd 3rd Floor

Woodland Hills Warner Center Towers

21550 Oxnard St. Suite 300