Skip to main content

 (330) 659-2234  dave@appliedfin.com
  • Client Login

  • About Us 
    • Why Applied Financial?
    • Team
    • Our Process
  • Personal Planning 
    • Financial Planning
    • Retirement Planning
    • Estate Planning
    • Insurance Protection
  • Business Planning 
    • Business Financial Planning
    • Succession Planning
    • Corporate Retirement Plans
  • Education 
    • Retirement Planning
    • For Business Owners
    • Quarterly Newsletter
    • Financial Calculators
    • Blog
  • Contact Us

    You are here

  1. Home
  2. Our Services

Our Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.  Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Products and services include:

  • 401(k) retirement plans and Individual Retirement Accounts
  • 529 qualified tuition plans
  • Annuities
  • Mutual funds
  • Certificates of Deposit
  • U.S.Treasuries Securities
  • Group retirement and savings plans
  • Simplified Employee Pension Plans
  • Qualified Retirement Plans
  • Other retirement savings plans designed specifically for employee groups
  • Life insurance
  • Long-term care, disability and critical illness
  • Health Insurance Group health benefits

Book a Meeting

Tell a Friend

Additional info

  • Sitemap
  • Legal, privacy, copyright and trademark information

Contact info

  •   4603 W. Streetsboro Road, Richfield, OH 44286
  •   (330) 659-2234
  •   dave@appliedfin.com

Securities offered through: ValMark Securities, Inc., Member FINRA and SIPC 
130 Springside Drive • Suite 300 • Akron, OH, 44333-2431 • (800) 765–5201 

Investment Advisory Services offered through Wayne D. Minich & Company, Inc. a state Registered Investment Advisor. Thrid party money management offered through Valmark Advisors Inc and SEC Registered Investment Advisor. Applied Financial Concepts, Inc. and Wayne D. Minich & Company, Inc. are separate entities from ValMark Securities, Inc. and Valmark Advisors, Inc.

Form CRS Link

 

© 2025 Applied Financial Concepts, Inc.. All rights reserved.

Website Design For Financial Services Professionals