Applied Financial Concepts, Inc.

Our Philosophy

The posture of our organization is to take an intrinsic approach to the planning process. We believe that by placing primary emphasis upon carefully listening to the client`s needs, we are able to identitfy and clearly define problem areas.

Our goal is to provide the very best ongoing service possible by means of constant client contact. Thus, we feel we are able to achieve a working plan structured to maintain a stable financial environment for our client.
Thursday, November 20, 2008


Securities offered through:

ValMark Securities, Inc., Member FINRA and SIPC130 Springside Drive, Suite 300Akron, OH  44333-2431∙ (800) 765-5201

Advisory Services offered through Wayne D. Minich & Company, Inc., a state Registered Investment Advisor

The TOPS™ Program is offered through ValMark Adviers, Inc. an SEC Registered Investment Advisor

The above entities all operate independently.

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.








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