Disclaimer
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Applied Financial Concepts, Inc.
 
 
About Us
Our role is to provide clients with the advice and guidance necessary to help achieve their short, intermediate and long range financial goals. Our relationship becomes that of teacher, confidant, data gatherer, record keeper, coordinator and implementer. There are seven areas that, by necessity, must be considered as we formulate our recommendations for a total fi
The 5 W`s and How
I kept six honest serving men (they taught me everything I knew). Their names were What and Why and When and How and Where and Who. -Rudyard Kipling What we do...Help people and companies with their financial strategies, executive and employee benefits Why..........Because t
Contact Us

Applied Financial Concepts

4603 W. Streetsboro Road
Richfield, OH  44286
Phone: 330-659-2234
Fax: 330-659-2151
E-mail: planning@appliedfin.com

Map and Directions

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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 identify 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.

Securities offered through:
ValMark Securities, Inc., Member FINRA and SIPC
130 Springside Drive, Suite 300 Akron, OH44333-2431
(800) 765-5201

Advisory Services offered through:
Wayne D. Minich & Company, Inc.,
a state Registered Investment Adviser
 
The TOPS™ Program is offered through ValMark Advisers, Inc. an SEC Registered Investment Adviser
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.

Friday, January 27, 2012