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. Personal Planning
  3. Estate Planning

Estate Planning

Wills

 
 

ILIT

 
 

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