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. Education

Education

We believe that our primary job is not to sell you products, but rather to educate you on the complex financial and tax system that we operate in so you can make better decisions for yourself. Our name bears witness to what we hope to teach to people: how to apply financial concepts in their lives. Please explore our financial guides that we have compiled for topics we think you’ll be interested in.

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