Applied Financial Planning
100 Pacifica
#480
Irvine, CA 92618
(866) 733-5268
Visit Our Web Site
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| We Give Your Future Direction! |
You’ve Heard us on KKLA
You’ve Seen us on General Haig’s
World Business Review Report
Now you can Meet us by calling 866-SEEK COUnsel
Robert Micone, MBA
William C. O’Connor, CFP, EA, ATA
KKLA’s "Money Guys"
Remember our Motto..."We Give Your Future Direction"...and help you to become better Stewards of your resources as you "Build up the Kingdom".
You can hear us on KKLA.FM (99.5FM) Monday thru Thursday in the afternoon and LIVE with FRANK PASTORE on TUESDAYS between 6:30pm and 6:40pm AND on THURSDAYS between 5:30pm and 5:40pm.
We discuss issues regarding Financial, Investment, Retirement and Tax Planning, such as:
DO YOU KNOW WHERE YOUR 401k IS? HOW IS IT PERFORMING? IS IT BEING HELD "CAPTIVE"?
WHAT ARE THE FACTORS AFFECTING YOUR PENSION PLAN? HOW SAFE IS IT?
IS THE IRS THE PRIMARY BENEFICIARY OF YOUR LIFE's SAVINGS?
WILL YOU HAVE THE RETIREMENT YOU PLANNED ON...OR ONE YOU'LL HAVE TO SETTLE FOR?
What is an EQUITY CONVERSION; does it make sense and apply to Me?
Applied Financial Planning, Inc. is a full-service investment advisory firm with an emphasis on helping clients:
Create their Wealth then
Grow their Wealth while assisting them in
Protecting and Preserving their Wealth, and
Plan the Distribution of Wealth during your lifetime and at death in a Tax Advantageous manner.
Additional Specialties:
Investment Portfolio Analysis/Individual Stock Selection/Tax Advantaged Investing
Reposition Captive Real Estate Equities
Our Corporate offices are in Orange County and we have Field offices in West L.A., Glendale and the Woodland Hills area.
You can reach us at 866-SEEK COUnsel
We were privileged to be on a panel discussion with General Alexander Haig, former Secretary of State under President Reagan. The General wanted to have a show about financial planning, but he wanted independent advisors to participate. Applied Financial Planning, Inc. was chosen. Bill and Robert sat on panel with the General. You may have seen it on the BRAVO channel. We will be receiving the copy and will make it available if you would like to see the discussion.
In addition to providing you with a profile of our firm and the services we provide, this Website has been designed to become a helpful resource tool to you, our valued clients and visitors.
Our dedication to superior client service has brought us to the Internet as we endeavor to continue to provide the highest quality professional service and guidance.
We also assist clients in tax reduction strategies, giving them more investable income. With offices in Orange County, CA, Applied Financial Planning offers over 60 years combined experience in sound financial advice. We also have offices available to meet our LA and Ventura clients either in the valley or at the KKLA studios in Glendale.
Reach us Toll Free at 1-866-SEEK-COUnsel, that's 1-866-733-5268. Call or e-mail us for an initial consultation and see what the "Money Guys" can do for you.
As you browse through to our Website www.appliedfinancialplanning.com , you will see that not only have we highlighted background information on our firm and the services we provide, but have also included useful resources such as informative articles (in our Newsletter section), Planning roadmaps in the Financial Planning Toolkit (the link is at the top of this page) and interactive financial calculators (in our Financial Tools section). In addition, we have taken the time to gather many links to external Websites that we felt would be of interest to our clients and visitors (in our Internet Links section).
While browsing through our Website, please feel free to contact us with any questions or comments you may have - we'd love to hear from you. We pride ourselves on being proactive and responsive to our clients' inquiries and suggestions.
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